
201 - 500 employees
Founded 1999
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🕒 6 days ago
Estate Planning Lawyer advising Lido Advisors’ high-net-worth clients on trusts, wills, and complex estate strategies. Partnering with wealth advisors and outside counsel on multistate planning matters.
🕒 October 2
Business Intelligence Engineer optimizing Salesforce CRM analytics, BI reporting, and predictive insights. Supporting data-driven wealth management decisions at Lido Advisors.
🕒 August 11
Paraplanner supporting financial plan development, research, and client meeting preparation. Assisting Lido Advisors’ wealth management team with client data and plan updates.
🕒 June 25
Financial Planner developing advanced wealth plans for Lido Advisors’ high-net-worth clients. Preparing planning cases, updating financial plans, and supporting business development.
🕒 June 23
Vice President supporting wealth management clients and investments at Lido Advisors. Preparing analyses, coordinating allocations, executing trades, and assisting Senior Wealth Managers.
🕒 June 12
Senior Vice President delivering comprehensive estate and financial planning for $15M–$50M net-worth clients. Building family relationships and supporting complex high-net-worth planning needs.