Strategic Advisory
Counsel for Life's Most Consequential Decisions
High-level financial guidance for complex transitions, liquidity events, and long-term strategic planning.
The most important financial decisions of your life rarely fit neatly into standard advisory frameworks. Selling a business, navigating a divorce, structuring a succession plan, or managing a sudden liquidity event requires a different kind of counsel — experienced, objective, and deeply personalized.
Ara Kachadourian brings over 25 years of experience advising clients through exactly these moments. Our strategic advisory practice is built around the belief that the right guidance at a critical juncture can be worth more than decades of incremental portfolio management.
What We Do
Core Capabilities
Business Sale & Liquidity Events
Pre-transaction planning, deal structure analysis, and post-liquidity wealth deployment strategies.
Business Succession Planning
Designing ownership transition strategies that protect business value and align with family and tax objectives.
Divorce Financial Planning
Objective analysis of asset division, settlement structures, and post-divorce financial planning.
Inheritance & Windfall Management
Thoughtful frameworks for integrating sudden wealth into a long-term financial plan.
Executive Compensation Analysis
Optimizing the exercise, deferral, and diversification of stock options, RSUs, and deferred compensation.
Retirement Transition Planning
Comprehensive planning for the financial and psychological transition from wealth accumulation to distribution.
"The right advisor at the right moment doesn't just protect your wealth — they transform the trajectory of your financial life."
Ready to Begin?
Request a Strategic Consultation