Day: July 12, 2023

Family Office News

Lido Advisors Hires Jordan Greenhouse as Chief Growth Officer

LOS ANGELES–(BUSINESS WIRE)–Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that Jordan Greenhouse will join the team as Chief Growth Officer. As the first person at the firm to occupy this role, Greenhouse will be resp…

July 12, 2023 No Comments

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Surprising Due Diligence Gap Uncovered: Most High-Net-Worth Investors Hire First Advisor They Speak With, According to New Dynasty Connect Survey

Survey Also Reveals That Over Half of Respondents Ages 35-44 with $500,000 + in Investable Assets Cited a Specific Life Event as a Trigger to Seek Professional Advice.ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Dynasty Financial Partners today announced th…

July 12, 2023 No Comments