Stuart Chaussée & Associates

Stuart Chaussée & Associates

Stuart Chaussée & Associates was founded in 1997 and operates through Lido Advisors, a registered investment adviser headquartered in Beverly Hills. The firm originally catered to retired high-net-worth individuals before evolving into a national wealth manager under CEO Jason Ozur. Its client base now spans individuals, families, charities, and institutions. The firm's strategy rests on a coordinated family-office model that combines investment management, financial and estate planning, tax consulting, and trust administration. It provides customized portfolio strategies and highlights in-house capabilities in alternative investments and options. The geographic footprint is primarily domestic, with offices across the United States. While specific portfolio companies or direct deals are not publicly disclosed, the firm manages client assets through outcome-based mandates rather than a commingled fund structure. Lido Advisors reports over $40 billion in regulatory assets under management as of December 2025, per its own disclosures, placing it among the fastest-growing RIAs in the country. The firm operates the affiliated L-TAX, LLC for tax services and partners with third-party law firms for estate planning. In May 2026, the firm appointed Brian Haloossim as President and announced a partnership with Jackson Hole Capital Partners, signaling a continued expansion push. The structural differentiator is Lido's explicit attempt to democratize the family-office experience for a broader high-net-worth demographic. Instead of requiring ultra-high-net-worth thresholds, it layers investment management, tax, estate, and trust coordination under one advisory roof — a hybrid of traditional wealth management and multi-family-office services accessible to a wider client base than legacy single-family offices typically serve.