Lido Advisors

Lido Advisors is a wealth management firm that works with entrepreneurs, executives, and families on financial planning, investment management, trust and estate planning, and tax consulting and preparation. Its signature approach, Lido One, has its advisors coordinate these disciplines as one team rather than separate specialists. The firm says it has served clients for more than 25 years.

Lido Advisors offers a complimentary 30-minute discovery call, where prospective clients explore their goals and are matched with an advisor. Its Houston office is at 2200 Post Oak Blvd. in the Galleria area, and the firm has offices in many other U.S. cities. Lido does not provide legal, tax, or trustee services directly; those are handled by affiliated firms under separate agreement.