Lido Consulting

What Lido Consulting does

Lido Consulting Group, LLC is a Los Angeles-based, privately-held LLC that has operated since 1995 as an educational events and networking platform serving the family office and investment industry. The company curates and produces in-person events — including the Family Office Investment Symposium, LA Ladies Tea & Legacy Awards, Real Estate & Due Diligence events, and the Financial Management for the Family Office Certificate Program co-produced with Pepperdine Graziadio Business School — alongside the LIDO LIVE webinar series. Lido operates as an affiliate of Lido Advisors, LLC, an SEC-registered investment adviser; Lido Consulting itself explicitly does not provide investment advice or sell securities.

Its core product surface is event- and content-driven rather than software-driven. The underlying technology stack is composed of third-party SaaS platforms: On24 powers the LIDO LIVE webinar series with video chat, Q&A, live polling, and on-demand viewing, while Cvent handles event registration and logistics for in-person programs. Lido's offerings include an on-demand webinar archive spanning topics such as estate planning, private credit, real estate due diligence, crypto, and legislative updates, as well as the NextGen Finance 101 Course aimed at the next generation of wealth owners.

Lido's revenue model is built around two streams: customized event sponsorship packages sold to investment managers, wealth management firms, and service providers seeking exposure to family office audiences, and ticket/registration revenue from educational events and webinars. Pricing is custom rather than tiered and is not publicly disclosed. The company serves family offices, financial industry professionals (attorneys, CPAs, wealth advisors), next-generation wealth owners, and corporate sponsors/partners. Marketing and distribution occur through a combination of owned digital channels (website, LinkedIn, Instagram), email newsletters, the On24 webinar platform, and live in-person events.

Name

Lido Consulting

Legal name

Lido Consulting Group, LLC

Website

https://lidoconsulting.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Lido Consulting Group, LLC is a Los Angeles-based educational events and networking platform serving family offices, financial professionals, and next-generation wealth owners through curated in-person symposiums and the LIDO LIVE webinar series, monetized via customized sponsorship packages.

Ownership category

akta.pro rank

Product category

Professional Education & Events (Family Office)

NAICS

Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Family office events
• Educational conferences
• Wealth management webinars
• Networking symposiums
• Financial education programs

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Event Sponsorship: Lido Consulting offers customizable sponsorship packages for firms and companies in the family office space. Sponsors gain exposure and the opportunity to showcase their company at Lido's curated educational events and symposiums.
2. Educational Events and Webinars: The company generates revenue through hosting educational events including the Family Office Investment Symposium, Ladies Tea & Legacy Awards, Pepperdine Family Office Program, and Real Estate & Due Diligence events, as well as their LIDO LIVE webinar series featuring live fireside chats and presentations.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Lido Consulting designs, produces, and hosts educational events and webinars for the family office and investment industry. Its offerings include the annual Family Office Investment Symposium, the LA Ladies Tea & Legacy Awards, the Pepperdine Graziadio co-produced Financial Management for the Family Office Certificate Program, Real Estate & Due Diligence events, the LIDO LIVE webinar series, and NextGen Finance 101. The firm sells customized event sponsorship packages to companies serving family offices and provides these educational forums to family office principals, financial professionals, attorneys, and CPAs.

Product overview

Lido Consulting provides a platform for educational events and professional networking for family offices and investment industry professionals. The company's offerings include LIDO LIVE Webinar Series (live and on-demand webinars with interactive features), flagship events such as the Family Office Investment Symposium, LA Ladies Tea & Legacy Awards, and Real Estate & Due Diligence events, as well as the Financial Management for the Family Office Certificate Program (produced with Pepperdine Graziadio Business School), NextGen Finance 101 Course for next-generation financial education, and Seasonal Newsletters delivering industry-specific content. These products collectively serve family office experts, financial professionals, high-net-worth individuals, attorneys, and CPAs through educational and networking experiences.

Differentiator

Problem solved

Functional benefit

Products and services

• LIDO LIVE Webinar Series A webinar platform providing live and on-demand educational presentations and fireside chats for family office professionals and high-net-worth individuals, featuring video chat, Q&A, live polling, and on-demand viewing.
• Family Office Investment Symposium An annual flagship conference connecting family offices with investment professionals for networking and education on cutting-edge investment opportunities.
• LA Ladies Tea & Legacy Awards An event combining networking with recognition of achievements in the family office and investment space.
• Financial Management for the Family Office Certificate Program A certificate program produced in conjunction with Pepperdine Graziadio Business School, focused on financial management education for family office participants.
• NextGen Finance 101 Course An educational program equipping participants with essential financial skills and knowledge in personal finance, taxes, and legal basics for the next generation of wealth owners.
• Real Estate & Due Diligence Event An educational event focused on real estate investment opportunities and due diligence practices for family offices.
• Customized Event Sponsorship Packages Customizable sponsorship packages offered to firms and companies in the family office space, providing exposure and the opportunity to showcase their company at Lido's curated events and symposiums.

Quantifiable outcome

• Family Office attendees have been attending Lido Events for many years with reported significant advancement of their family office operations

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Pepperdine Graziadio Business SchoolcoreStrategic or Co-development PartnerCo-produces the 'Financial Management for the Family Office Certificate Program' with Lido Consulting. This partnership combines Pepperdine's academic credentials with Lido's family office expertise and event platform, creating a formal educational certification for family office professionals.
• Family Office Investment SymposiumcoreOthersLido Consulting produces the annual Family Office Investment Symposium, a major industry event for the family office and investment community. This flagship event features expert speakers and networking opportunities for family offices.

Recent moves6 records

Expansion highlights5 records

Direct peers

• ConvergenceCo: Provider of curated networking events and educational content specifically for single-family offices and the advisors who serve them. Overlaps with Lido's flagship symposium and peer-collaboration positioning.
• Family Office Exchange (FOX): Leading membership organization serving single- and multi-family offices with peer collaboration, education, and events. Directly comparable to Lido Consulting in target audience (family office principals and advisors) and core offering (curated educational events and content).
• Family Wealth Alliance: Membership-based peer network and educational program provider for ultra-wealthy families and their family office executives. Closely comparable to Lido's model of bringing family office decision-makers together for curated programming and networking.

Emerging players

• Tiger 21: Peer-group organization for high-net-worth investors with portfolio defense and asset-allocation education. Comparable to Lido in serving HNW individuals through structured peer learning, though focused more on investing than family office operations.
• Chief Executive Group: Peer-network and events organization for CEOs and business owners, including family enterprise leaders. Compares to Lido in running curated peer events and educational programs for principals of privately held wealth.

Broad incumbents

• WealthManagement.com (Informa): Financial media and events brand within Informa's wealth management portfolio, producing conferences, webinars, and editorial content for advisors and HNW clients. Overlaps with Lido's webinar and event programming for the wealth advisory community.
• InvestmentNews: Financial advisor media brand running industry conferences, awards, and editorial programming. Comparable to Lido as an event-and-content provider competing for the same financial professional audience and sponsor pool.
• Bloomberg Live Events: Bloomberg's events and conferences division producing high-profile financial industry summits. Represents the kind of large incumbent Lido competes with for sponsor budgets and HNW audience attention.
• Marcus Evans: Global events and conferences company with a financial services and family office conference portfolio. Comparable in delivering paid, expert-led summits to wealth and investment professionals.
• Institutional Investor: Established financial media and events company running large-scale conferences and awards programs for investment professionals. Comparable as a competing source of sponsorship dollars and speaker attention from the same family-office-and-allocator audience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/lido-consulting-inc-
• Instagraminstagram.com/lidoconsulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lido Consulting