Jason Ozur

Chief Executive Officer and founding partner of Lido Advisors, a national RIA/multifamily office managing over $40 billion, with a background as a CPA and family office executive focused on integrated wealth, tax, and alternative investment platforms.

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Jan 15, 2026 • 47min

Scale Without Compromise: How $40B Lido Advisors Stays Client-First

Join Jason Ozur, CEO and founding partner of Lido Advisors, as he shares insights from his journey transforming a $300M firm into a $40B powerhouse while maintaining a client-first culture. He discusses the importance of intentional growth and how Lido integrates wealth and tax services in-house. Ozur also reveals the significance of technology in enhancing advisor productivity, the challenges of M&A, and the firm's careful approach to private equity, all while striving to expand without losing a personal touch.

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