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Lido Consulting’s 19th Annual Family Office Investment Symposium Features Family Enterprise USA President Pat Soldano, Communications Expert Frank Luntz
Three-Day Lido Event Kicks-off April 29 with Closed-Door Family Office Roundtable with Pat Soldano; Ends May 1 with New Frank Luntz Family Business Research
Lido Consulting’s 19th Annual Family Office Investment Symposium will be held here April 29-May 1 and begins with a closed-door family office roundtable discussion with Family Enterprise USA and Policy and Taxation Group President, Pat Soldano, as a panelist.
The annual Lido symposium takes place at the Fairmont Century Plaza Hotel and features family office and communications experts, such as well-known pollster Frank Luntz, entertainers Sebastian Maniscalco and Bill Bellamy, and Brigadier General Scott E. Brower, U.S. Army (Retired).
The Lido event offers networking and business development opportunities for sponsors and attendees. The conference is centered around legacy preservation within the family office space, with educational presentations, panel discussions, entertainment, and networking opportunities.
This year’s event opens with a Family Office Roundtable, with panelists Soldano, Mikkela Sweet, Executive Vice President of Enterprise Trust, Marc Wolf, Partner at CohnResnick LLP, Noel Cohen, Co-Managing Partner at Polsinelli, and Seth Spreadbury, Vice President, National Family Office Practice Leader, for Marsh McLennan Agency. The moderator is Lido Consulting’s founder Greg Kushner
Throughout the three-day symposium there will be a wide range of panel discussions and presentations on such topics as investment fund due diligence, market updates, health, longevity, geo-politics, private equity, and disaster relief.
On the final day, political pollster and communications expert Frank Luntz will give attendees and “Insider’s Perspective” on the state of play in Washington D.C.
This discussion, moderated by Policy and Taxation Group and Family Enterprise USA’s Soldano, will delve into “what’s really happening in the halls of our nation’s Capital.”
The Luntz/Soldano panel will discuss key policies up for consideration affecting family-owned businesses, including the national debt, federal spending, and proposed new tax policies. During the presentation, Luntz will unveil the results of a comprehensive national survey of the American public’s priorities and perspectives related to family-owned businesses.
“Each year, we look forward to attending Lido Consulting’s Family Office Symposium where we get to present to attendees our most recent research findings on family-owned businesses, family office concerns, and public sentiment,” said Soldano about this year’s event. “We’re looking forward to sharing our knowledge and insights on a wide range of issues facing family offices,” she said.
For more information on Lido Consulting’s Annual Family Office Symposium go to: Lido Consulting Symposium 2025.
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The need for fact-based reporting of issues important to family owned businesses and protecting a lifetime of savings has never been greater. Now more than ever, successful families and family owned businesses are under fire. That's why Family Enterprise USA is passionately working to increase the awareness of issues important to family owned businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates, possible elimination of valuation discounts, increase in capital gains tax, enactment of a wealth tax, and the continued burden of the gift tax, estate tax and generation skipping tax.
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.
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