As 2025 draws to a close, high-net-worth individuals and families face a dynamic landscape of tax and planning opportunities.

This session offers strategic insights into year-end moves that can optimize wealth preservation, estate planning, and charitable giving. Designed for private clients and their advisors, the webcast highlights key considerations to help you act with clarity and confidence before December 31.

Register Here for this upcoming webcast on Tuesday, November 11 at 11am PT.