America’s Wealthiest Families and Advisors to Convene for 11th Annual Investor Summit

by News Guy on September 7, 2010

Family Financial Forum Addresses Wealth Preservation Strategies

BEVERLY HILLS, CA (Sept 7, 2010) – More than 100 of America’s wealthiest families, individuals and their advisors will convene in September for the 11th Annual Family Office Wealth Conference sponsored by family office firm Lido Consulting, Inc and Institutional Investor magazine.  Attendees including 60 of the Forbes 400 wealthiest families, many with a net-worth of $1 billion or more, will address topics from wealth preservation, charitable giving, and investment strategies to the struggling economy.  Family office managers, investment advisors, hedge fund managers, insurance providers and financial industry executives will also be attending.

The summit features keynotes by Charles Wheelan, Public Policy Professor at the University of Chicago and author of Naked Economics, Marcus Grubb, Managing Director of the World Gold Council, Bob Pisani, CNBC Correspondent, Harvey Shapiro, Senior Advisor, Institutional Investor magazine and Keith Bloomfield, President & CEO of the Forbes Family Trust.  Also slated are panel discussions on critical issues which families must navigate in a global market that poses more questions than answers than any time in recent history.

“Market uncertainty, strategic investment decisions, funding retirement, and security are among the major concerns,” said Greg Kushner, founder and president of Lido Consulting.  “Families of all financial sizes are seeking sound advice, not salesmanship, to preserve assets and plan for the future,” he said.

Despite the rise of big business, family firms play a key role in the U.S. economy.  Twenty-five percent of America’s wealthiest families, mostly descendants of banking barons, media magnates, retailers and entrepreneurs, own 87 percent of the country’s wealth or $54.2 trillion, according to the Joint Center for Housing Studies.  The University of Southern Maine Institute for Family-Owned Business reports family firms account for 60 percent of U.S. employment, 65 percent of wages paid, and 78 percent of all new job creation.  Family firms account for 35 percent of Fortune 500 companies and nearly half of the U.S. Gross Domestic Product (GDP).

Greg Kushner is co-hosting the Family Office Wealth Conference, September 26-28 at the Montage Resort & Spa in Laguna Beach, CA. For registration and more information, please visit

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About Lido Consulting, Inc.

Lido Consulting, Inc. was founded in 1995 to provide business, technology and strategic solutions for family offices. Its affiliate Lido Advisors, Inc. is a leading registered investment advisor (RIA) founded in 1999 as an alternative to large brokerage houses and bank-owned firms to provide independent financial planning services and asset management for families, individuals, trusts, and non-profit organizations. Corporate headquarters are at 9100 Wilshire Boulevard, Beverly Hills, CA 90212. For more information visit

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