Lido Consulting, Inc. has a diverse team that provides knowledge and services in the Family Office space, investment opportunities, and private and exclusive setting to meet other like minded individuals. Meet the founders of Lido Consulting, Inc. and conference coordinators behind our annual and monthly events.
Gregory Kushner, CPA*
Gregory has provided financial consulting services for a variety of individual clients for over thirty years. Mr. Kushner is the Chairman and Founder of Lido Consulting, Inc., which serves the family office and high net worth community.
In 1995, Mr. Kushner founded Lido Consulting, Inc. to provide consulting services for family offices. Services include helping to create and implement best practices within the family office structure and extend to all facets of running and maintaining a family office. The firm also provides resources on a number of topics important to the effective management of wealth, and Lido Consulting hosts over 20 invitation-only events per year with topics including investment strategy, economic outlook, risk management, family office creation, charitable giving and asset allocation.
In addition to forming Lido Consulting, Mr. Kushner founded the Southern California Family Office Directors Association in 1993. The Association is composed of Family Office Directors for many of Southern California’s wealthiest families. In 2001, Mr. Kushner also founded the Palo Alto, California Family Office Directors Association. The purpose of these organizations is to provide a venue for individuals involved with the management of substantial wealth to network with their peers and to share information about issues impacting high net worth families. Currently, there are bi-monthly meetings in Beverly Hills, and quarterly meetings in Palo Alto and Newport Beach.
Alyssa joined the firm in 2003 and now spearheads the Business Development and Marketing department for Lido Consulting, Inc. She has successfully consulted for a number of affluent families on a wide range of investment and wealth planning areas; including, setting up a family office. She manages the educational luncheons and the Family Office conferences that Lido produces. In 2005, Alyssa created the Annual Family Office Investment Symposium that is held each spring which grew from 60 local attendees to 500 attendees nationwide. In 2011, Alyssa helped create Pepperdine University’s Certificate in Financial Management for the Family Office.
Alyssa sees the importance of giving back to her community; both family and professionally. She supports local Charter schools in Los Angeles. She resides in West Los Angeles with her husband, Steve, and their 3 children.