Lido Advisors, a wealth advisory firm with over $29 billion in regulatory assets under management, has announced that it will be partnering with BluePointe Capital Management, a Menlo Park, Calif.–based registered investment adviser focused on serving the needs of technology industry entrepreneurs and executives.
BluePointe's entire team will join Lido, including BluePointe founder and CEO Sanjeev Sardana, who will become a partner. The firm has offered greater Silicon Valley entrepreneurs and executives wealth management services, including pre-liquidity event planning, sophisticated alternative investment strategies and customized solutions to help clients preserve wealth and optimize their legacies.
