We are focused on elegant and effective strategies that exemplify our commitment to excellence.
Our family office style provides a comprehensive, multi-disciplinary approach for delivering coordinated management across your investments and financial life.
Holistic vision, targeted solutions.
IDB Lido Wealth unites affiliated investment, tax, liquidity, philanthropy, legacy, and trust professionals with a structured approach for unlocking insights easily overlooked by siloed specialists.
In addition to providing streamlined support, your entire team collaborates based on a single vision and proactively explores how to maximize your wealth.
Financial & Estate Planning
Investment management, tax, and estate planning must coordinate in harmony to achieve the ultimate goal of optimizing, controlling, and protecting your legacy.
We dedicate our resources to offer advanced analysis and comprehensive solutions for our clients.
- Create and Implement Estate Goals
- Comprehensive Tax Analysis
- Draft a Document Locator
- Perform a Beneficiary Audit
- Implement a Trustee Guide and Plan
- Create a Team to Include Tax and Legal Counsel
- CPA Logistics Meetings
Investment Management
Goals-based customized strategies. Dedicated resources offering specialized solutions, strategic planning aligned with targeted investment horizons, and opportunistic investment opportunities with specific risk and return profiles.
Access to Unique Investments.
- First Trust Deeds Asset-based Lending & Private Real Estate
- Options-based Strategies & Concentrated Position Hedging
- Private Equity & Debt and Select Hedge Funds
Tax Consulting & Preparation
We work with clients, investment, and trust teams to help identify tax exposures and opportunities to increase after tax returns and enriched legacies.
- Taxable savings and efficiency planning
- Proactive vulnerabilities diagnostic
- Risk/reward analysis
Trust Services
Estate and trusts are created by identifying the client’s goals and desires, and exploring plans to execute achieve their goals.
- Advanced coordination of financial goals
- Pension maximization analysis
- College planning