First in a new research series (full report downloadable here). State Street Global Advisors (SSgA) and the Wharton School have just published a report for financial advisors and other investment professionals called “High Net Worth, High Net Risk: Meeting Retirement Goals.”

This is a first in the Evolutionary Wealth Management series of quarterly reports by SSgA and Wharton intended to improve the quality of practical wealth-management research for financial professionals.

The central thesis of “High Net Worth, High Net Risk” is that retirement planning isn’t just for those of modest means. High-worth people with between $1 million and $30 million in assets need concerted – and often quite sophisticated – planning to secure their lifestyle requirements and legacy goals.

Experts from Wharton, financial advisors, and financial professionals from SSgA shed light on the potential strategies available to high-worth individuals as they prepare for the future.

SSgA is the investment arm of State Street Corporation. It has about $1.4 trillion in assets under management.

Click here to download the report. –FWR

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