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The Lido Perspective

The latest advice, updates, and insights from our team of wealth advisors.

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Trust & Estate Planning

The OBBBA Changed Charitable Giving. Here’s Why a Donor-Advised Fund Might Still Make Sense.

June 2026

Trust & Estate Planning

Estate Planning 101: Distribution of Assets

July 2025

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.