It may seem unnecessary, at first glance, to think that someone with millions of dollars would need to engage in retirement planning in the way a person of more modest means would. But even those who are considered high net worth individuals — with assets ranging from $1 million to $30 million and above — can place their lifestyle and legacy in jeopardy if they do not have a realistic retirement plan that takes into account a variety of risks and objectives, along with the discipline to adhere to it through the inevitable see-saw of market conditions. In this special report, experts from Wharton, financial advisors, and financial professionals from State Street Global Advisors (SSgA) weigh in on the potential strategies available to these individuals as they prepare for the future.
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