
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+1
Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families. Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized...
Alternative investments,asset allocation,family office development,legacy planning,professional wealth services,and risk management
Lido advisors, llc operates in the Financial services industry.
Lido advisors, llc's revenue is 11m - 100m
Lido advisors, llc has 201 - 500 employees.
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