"It is essential to choose an advisor with experience along the entire lifecycle of liquidity and investment needs"
The Starewich Group

The Starewich Group

"It is essential to choose an advisor with experience along the entire lifecycle of liquidity and investment needs"
About The Starewich Group

Welcome

Managing new liquidity can be both an exciting opportunity and a daunting task. Some clients' goals may be shorter-term, looking to invest a large cash position in an uncertain interest rate environment. Other clients may have longer-term needs, seeking to invest their assets in a multi-year plan or manage a large company stock position. Regardless of the time horizon or objective, it is essential to choose an advisor with experience along the entire lifecycle of liquidity and investment needs.

Meet Our Team

Insights

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.