You care for your clients. So do we.
Let's make sure they benefit from both.
Your clients do not lack good professionals. What they often lack is someone who connects all of those professionals into a single, coherent picture. That is where we sit. We are built to be the center of a client's financial life, not just another advisor in the room.
Some advisors stop at managing assets. We were built to coordinate the whole of a client's financial life.
CPAs
Accounting and Tax.
Estate Attorneys
Legal and Estate.
Insurance Pros
Risk and Coverage.
Your Clients
Shared and Protected.
Where Clients Fall Through
Your clients are well-advised. They may need coordination.
Many clients with a CPA, an attorney, and a financial advisor are still not fully protected. Not because any one professional is falling short, but because no one is connecting the work. Our goal is to close that gap.
Tax and investing handled separately
The portfolio is managed in one place, the tax return prepared in another, with no one connecting them. Gains get realized without regard to basis, Roth conversions are mistimed, and deductions go unused.
An estate plan the assets never fund
The attorney drafts a sophisticated plan, but the portfolio is never aligned to carry it out. Beneficiaries do not match the documents, trusts sit unfunded, and there is no liquidity to cover the estate tax.
Liquidity events seen too late
A business sale or concentrated position becomes a crisis because no one engaged early. We step in two to three years ahead, coordinating with counsel and valuation specialists so the structure is right before the deal.
No one holding it together
The client becomes the project manager of their own financial life, relaying messages between professionals who never speak. We sit at the center, family office style, so every decision is aligned.
When you refer a client to Paro, or when we refer one to you, the relationship is designed to make your work better, not redundant.
If you are kind enough to make a referral, please disclose whether you are a client and if you have any material conflicts resulting from your relationship with Paro Advisory.
How We Work with You
Coordination looks different depending on the chair you sit in.
Your Year with Paro
Coordination runs on a predictable cadence.
Coordination is not something we promise and forget. You always know what is happening with the clients we share.
Filing Ready Coordination
Clean, organized detail delivered to your desk ahead of the deadline: realized gains and losses, conversions, and contributions. Filing season holds no surprises.
Strategy Checkpoint
A proactive look at where shared clients stand, what has changed in their lives, and what to plan for in the back half of the year while there is still time to act.
The Planning Window
The harvesting, gifting, conversion, and contribution moves that must happen before December 31, sequenced with you so execution and the eventual return stay aligned.
Relationship Review
Both sides sit down to review the shared clientele, the referral flow in both directions, and what is working, so the partnership keeps getting sharper.
And always, in between:
- One point of contact.
- Real-time flagging when life happens.
- Documents maintained.
- Reciprocal referrals.
Why Paro
We do not compete with your relationship. Our goal is to strengthen it.
We believe when a client's financial life is organized, aligned, and proactively managed, your work lands better, your advice gets executed, and your client stays with you longer. That is the partnership we are building.
- Family office style coordination across every professional. No silos. No relaying messages. One clear point of contact for every shared client.
- Liquidity events, life changes, market moves. We flag what belongs on your desk so you are always the expert your client needs.
- Our clients who need a CPA, an attorney, or coverage are introduced to our partners by name, with context. Not a generic recommendation.
Some advisors stop at managing assets.
We were built to coordinate the whole of a client's financial life, with the goal of making every professional around them better at their work.
