Enhanced Wealth Advisory Services through Strategic Alliances
Lido Advisors and Platte River Wealth Advisors: A New Era of Wealth Management
Lido Advisors, LLC, a notable wealth advisory firm, recently announced its partnership with Platte River Wealth Advisors. With this innovative collaboration, Lido Advisors aims to strengthen its presence in the mountain region and enhance its services for ultra-high-net-worth (UHNW) clients.
Understanding the Partnership
Located in close-knit communities, Platte River Wealth Advisors brings in significant experience with over $600 million in regulatory assets under management (RAUM). The firm shares Lido's commitment to a personalized, client-first philosophy. This approach has made it a suitable partner for Lido Advisors, which currently manages over $24 billion in assets and prides itself on fostering a culture grounded in integrity and trust.
The Value of Collaboration
CEO of Lido Advisors, Jason Ozur, expressed his enthusiasm about the partnership by stating, "Our M&A strategy focuses on adding extraordinary talent and expanding our geographical footprint in vital areas. The talented team at Platte River exemplifies this vision." Through the integration of leaders like Tyler Olsen and Warren Baker, Lido Advisors is poised to enhance its operational capacity significantly.
Recognizing Talent and Experience
Tyler Olsen, the President and Wealth Advisor at Platte River, and Warren Baker, the firm’s Director of Investment Strategy, will both take up partner roles at Lido Advisors. Their strengths lie in offering customized financial strategies catering to the unique needs of their clients. Both leaders echoed a shared belief that clients appreciate tailored solutions over generic offerings.
The Impact on Growth and Services
Since 2021, Lido has experienced substantial organic growth in addition to strategic acquisitions. The combination amounts to nearly $20 billion in RAUM added, showcasing the success of their growth strategy. This partnership not only amplifies Lido’s geographical footprint but also aligns its services to meet the diverse needs of clients better.
Client-Centric Philosophy
The core belief at both Lido Advisors and Platte River Wealth Advisors is that financial solutions should be personalized, catering specifically to each client's circumstances. This collaborative venture aims to uphold these principles, reinforcing the fiduciary responsibilities both companies pledge to uphold, ensuring their clients receive bespoke advice coupled with a family office experience.
About Lido Advisors
Lido Advisors operates on a national level, with headquarters in Los Angeles, California. With an impressive portfolio of $24 billion in RAUM, the firm has established 15 offices across the United States. It embraces an active asset management approach, focusing on risk mitigation alongside access to various investment strategies and solutions.
Commitment to Clients
Lido emphasizes meaningful relationships with clients, offering comprehensive wealth planning and access to experts who provide tailored tax, estate, and legacy solutions. This commitment to personalized service is a crucial aspect of their business model, enhancing their position as a trusted advisor in the wealth management sector.
Frequently Asked Questions
What is the purpose of the partnership between Lido Advisors and Platte River Wealth Advisors?
The partnership aims to enhance Lido's market presence, especially in the mountain regions, and expand its services for ultra-high-net-worth clients.
What does Lido Advisors prioritize in its services?
Lido Advisors focuses on a personalized approach, offering tailored financial solutions rather than generic ones.
Who are the key figures in the partnership?
Tyler Olsen and Warren Baker are significant leaders from Platte River who will join Lido as partners, bringing their expertise in wealth advisory.
How has Lido Advisors grown recently?
Since 2021, Lido has combined organic growth with strategic acquisitions, adding nearly $20 billion in RAUM.
Where is Lido Advisors headquartered?
Lido Advisors is headquartered in Los Angeles, California, and operates multiple offices across the United States.
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