# Stuart Chaussée & Associates

Stuart Chaussée & Associates is a Bank / Wealth / Trust based in Beverly Hills, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Beverly Hills, United States
- **Region:** North America
- **Address:** 468 North Camden Drive Second Floor, Beverly Hills, CA 90210, United States
- **Founded:** 1997
- **Assets under management:** 325 (Altss estimate)
- **Website:** www.preservingwealth.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Wealth Management

## People

- Jason Ozur — Chief Executive Officer

## Questions

### Who runs investment decisions at Stuart Chaussée & Associates?

Investment decisions at the firm are executed through Lido Advisors under the leadership of CEO Jason Ozur. The firm provides customized portfolio management and investment strategies designed for high-net-worth individuals, but does not publicly name a dedicated Chief Investment Officer. Candice Richardson and Sergio Dueñas are identified as part of the Investments & Analytics team contributing to market commentary.

### What is Stuart Chaussée & Associates' known posture on co-investments alongside external GPs?

The firm has not publicly stated a co-investment posture. Its client communications emphasize personalized portfolio construction and access to alternative investments and options strategies, but it does not market a co-investment program or detail any direct co-investment activities with external general partners.

## Related profiles

- [American Enterprise Institute](https://altss.com/profile/american-enterprise-institute)
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Last updated: 2026-07-06T00:38:40.639Z

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