Para Capital Group, LLC

PARA Capital Group provides family office coordination, financial planning, and investment advisory services to individuals and families with complex financial lives who maintain multiple advisors, accounts, and investment vehicles. The firm delivers consulting, investment analysis, and coordination among attorneys, accountants, tax professionals, trustees, and third‑party investment managers to serve as a single point of accountability across a client’s financial picture.

PARA’s work is collaborative and non‑discretionary: engagements begin with a comprehensive assessment of a client’s balance sheet, liquidity needs, business interests, estate and tax considerations, and goals, and recommendations are presented for client approval. The firm emphasizes diversified, passive‑oriented liquid portfolios (ETFs, index funds, cash equivalents), periodic rebalancing, and performs due diligence and ongoing oversight when selecting or referring other advisers and unaffiliated investment managers.

Compared with many peers, PARA combines formal financial planning and family office coordination under a fixed monthly retainer while also offering individualized portfolio oversight for private and liquid assets, and it assists with administrative tasks for privately sourced investments such as subscription coordination and capital‑call monitoring. The firm does not operate proprietary private funds or charge performance‑based fees; instead it sources private opportunities for clients and conducts manager due diligence within a small, single‑principal, state‑registered advisory structure.