Welcome to Tax Warrior Perspectives podcast, where our goal is to bring you insights for building, sustaining and growing your wealth. Join our expert discussion of the most crucial ideas and strategies for including tax in your financial plans.
Discover how Tax As A Business Strategy® can help build your family's legacy. Tune in to our episodes below.
July 2021 - Episode #1 - Risk Management for High-Net-Worth Families
Today's wealthy families are growing assets at a record pace. And, we are on the precipice of the largest transfer of generational wealth in American history. Yet, this wealth is at risk like never before. Underinsured or mis-insured families may not even know the scale of their exposure. So what is a family to do? Risk management expert Tamar Silberberg Shiffman, CEO of Concierge Insurance Solutions
, joins us to give her insights on protecting the wealth families have worked so hard to build and what you can do to protect yours.