Lido Insights

19 January 2026

Welcome to Wealth Strategies!

Our goal is simple: a monthly newsletter with practical, timely updates, insights and perspectives that we hope you’ll find interesting and useful. You are welcome to opt out of future issues, but please take a moment to consider what you’ll be missing.  

 

Why Wealth Strategies?  

We pride ourselves on being a source of unbiased advice and insight intended to help you make the right decisions for you. Wealth Strategies is an opportunity to share articles you may find useful. It is not sales pitches or product advertising. If you remain subscribed, you can look forward to articles on: 

Market Updates from our Investment Team: We’ll focus on some of the deeper trends and insights that may affect asset classes and strategies we may use in managing your wealth.  

Strategy Overviews: Look for straightforward illustrations of potentially complex or non-traditional strategies that we may use in managing your assets.  

Trust & Tax Perspective: We’ll provide a range of articles on tax sensitive investments, trust tools, and other strategies for protecting and growing your wealth and legacy, as well as updates from tax and trust professionals   

Philanthropy: Giving back is potentially rewarding and deeply satisfying. It’s also complex. We’ll deliver insights on the challenges and considerations in running a philanthropic organization and charitable giving.  

Lifestyle: Whether it’s in retirement or during your career, it’s important to enjoy the rewards of your hard work. That’s why we’ll also share articles about travel, collecting, wine, and other activities that may be of interest to high and ultra-high-net worth clients. 

 

Let Us Know What You’d Like to See Covered 

Wealth Strategies is for you. Please let us know what you’d like us to cover in a future issue. Send us an email at: newsletter@lidoadvisors.com 

 

If you wish to opt out of future issues – or subscribe to the newsletter – you may do so here.  

 

 

Lido Advisors, LLC does not provide legal or tax advice. Please consult an attorney or tax advisor should you require such services.

 

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Brennan Fontana

Senior Vice President, Digital Distribution and Partnership

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