Family Office Investment 
Symposium 2023

GREGORY KUSHNER founded Lido Advisors, LLC in 1999 and oversees investments and strategy for ultra high net-worth investors and family offices of the firm. Greg takes great pride in his ability to put his many years of experience to work in providing objective and personal financial solutions for his clients.

Kushner also founded Lido Consulting in 1995 to provide consulting services for family offices. Services include implementing best practices within the family office structure, extending to all facets of running and maintaining a family office. The firm provides resources on several topics important to the effective management of wealth. Lido Consulting hosts many “invitation only” events every year where Kushner acts as Conference Chairman and moderator. Topics include investment strategy, economic outlook, risk management, family office creation and management, charitable giving, asset allocation, and updates regarding the impact government and political activities impacting the ultra-high net worth community.

Kushner also speaks regularly on issues relating to the management of substantial wealth throughout Southern California. Kushner also is a featured speaker annually for Pepperdine University’s Certificate in Financial Management for the Family Office program including courses on due diligence, investment policy statements, and asset allocation. Kushner earned a Bachelor of Science degree (cum laude) in Business Administration from USC and is a licensed Certified Public Accountant (inactive). Kushner is active in the community, volunteering his time in organizations that help the homeless as well as programs that assist underprivileged kids in Southern California. He also serves as a Director and Chief Financial Officer of a private family foundation that provides substantial grants to veteran’s causes throughout the United States.