High-net-worth individuals face unique challenges and opportunities under the One Big Beautiful Bill. From estate and gift tax implications to investment structuring and charitable giving, the bill alters how individuals should approach long-term planning. Join YHB and Choreo as we unpack the bill’s impact on wealth preservation and transfer strategies. We’ll explore advanced planning techniques, highlight potential pitfalls, and offer guidance on how to maximize tax efficiency while protecting your legacy. This session is ideal for high-net-worth individuals, family office managers, and advisors who support affluent clients.