Lido Advisors

About

Lido Advisors, located in Bethesda, MD, specializes in holistic wealth management services tailored for high-net-worth individuals and families. Their offerings include investment management, estate planning, tax consulting, and trust services, designed to address the multifaceted needs of clients with complex financial situations. With over 25 years of experience, Lido brings together a team of professionals to create customized strategies that integrate investment, tax, and legacy objectives. Their family office model aims to provide personalized service and proactive approaches that extend beyond traditional wealth management practices.

Service area

Serves the business city