Lido Advisors' John Bute Focuses on Customized Wealth Planning

The managing director emphasizes tax minimization strategies to strengthen long-term financial outcomes.

Published on Feb. 20, 2026

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John Bute, a certified public accountant and managing director at Lido Advisors, a private wealth management company with over $30 billion in regulatory assets under management, has focused on customized wealth planning, portfolio management, and thoughtful tax minimization strategies since joining the firm in 2019. Prior to Lido, Bute was part of a high-net-worth advisory team at Merrill Lynch that managed nearly $700 million in client assets.

Why it matters

Bute's approach to wealth planning and tax minimization strategies aims to help clients achieve stronger long-term financial outcomes, which is particularly important in the current economic climate. His experience and expertise in these areas can provide valuable insights for high-net-worth individuals and families looking to optimize their financial planning.

The details

At Lido, Bute serves on the firm's investment committee, helping shape investment and risk management strategy for client portfolios. He began his career in 1986 as a financial analyst in New York City and later became the managing partner of a public accounting practice in Liberty, New York, before returning to the investment sector.

  • John Bute joined Lido Advisors in 2019.

The players

John Bute

A certified public accountant and managing director at Lido Advisors, a private wealth management company with over $30 billion in regulatory assets under management.

Lido Advisors

A private wealth management company with over $30 billion in regulatory assets under management.

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What they’re saying

“There is, he says, an emphasis on compliance at the cost of planning—he aims to change that.”

— John Bute, Managing Director, Lido Advisors (Forbes)

The takeaway

Bute's focus on customized wealth planning and tax minimization strategies at Lido Advisors highlights the importance of comprehensive financial planning beyond just tax compliance, especially for high-net-worth individuals and families looking to optimize their long-term financial outcomes.