Lido Consulting

Financial ServicesCalifornia, United States2-10 Employees

Lido Consulting Group, LLC operates in the financial services sector and is based in Los Angeles, California. Founded in 1995 to serve family offices and high-net-worth individuals, the firm maintains a small team focused on advising families with substantial wealth and the professionals who manage their assets. It established and continues to host the Southern California Family Office Directors Association and an exclusive Family Office Conference each fall, creating a forum for sharing management and investment ideas among family offices.

It offers consulting focused on developing tailored approaches for wealth management, including guidance on forming or optimizing a family office, crafting personalized investment strategies, and staying informed about market trends. The firm emphasizes objective, practical financial solutions designed to reduce complexity for its clients, while noting that it does not offer investment advice or provide buy/sell recommendations. In January 2026, Lido Consulting released a webcast featuring Family Enterprise USA's Pat Soldano to discuss how new legislation could impact family businesses, illustrating ongoing engagement with current issues.

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