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Stuart Chaussée & Associates
Jason Ozur leads Lido Advisors, the entity behind Stuart Chaussée & Associates, which manages over $40B for HNW families through a multi-family-office...
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.
General information
Firm type
Bank / Wealth / Trust
Year founded
1997
AUM
$325M (Altss estimate)
Location
Region
North America
Country
United States
City
Beverly Hills
Corporate office
Beverly Hills, CA, United States
Principals
Jason Ozur
Chief Executive Officer
Sector focus
Frequently asked 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.
Is Stuart Chaussée & Associates structured as a single family office?
No. The firm operates as a registered investment adviser through Lido Advisors, serving multiple high-net-worth families, individuals, and institutions. It labels its approach a 'signature family office model,' but this refers to its service methodology — coordinating investment, tax, and estate planning — rather than a single-family-office legal structure. The entity's actual regulatory classification is an RIA, not a family office.
Does Stuart Chaussée & Associates participate in fund commitments or only direct deals?
The firm does not publicly report a breakdown of fund commitments versus direct investments. Its stated approach is 'outcome-based customized strategies' for individual client portfolios. There is no evidence in available materials of the firm operating a proprietary venture capital, private equity, or hedge fund platform; it appears to allocate client assets across traditional and alternative strategies on a tailored basis.
What investment stages does Stuart Chaussée & Associates typically target?
The firm does not target specific investment stages. As a wealth manager for high-net-worth individuals, it focuses on asset allocation, liquidity management, and after-tax returns rather than stage-based principal investing. Any private-market exposure would likely come through alternative investments accessed via third-party funds or structured products, not direct venture or growth-stage deals.
How is Stuart Chaussée & Associates related to Lido Advisors?
Stuart Chaussée & Associates operates under the brand Lido Advisors, which is the client-facing RIA entity. The domain preservingwealth.com resolves entirely to Lido Advisors' website, and all firm disclosures, leadership, and service descriptions reference Lido, not Stuart Chaussée & Associates as a standalone. The latter appears to be the founding corporate entity predating the Lido brand transition.
Does Stuart Chaussée & Associates maintain philanthropic structures, and how are they separated?
Lido Advisors assists clients with philanthropic consulting as part of its family-office services, but it does not operate a separate private foundation or donor-advised fund platform of its own. Philanthropy is integrated into the financial planning process, guiding clients on charitable giving strategies without managing a proprietary philanthropic entity.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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