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.

Get the full show notes and more resources at TaxWarriors.com/Podcast.