Financial planning

Paragon delivers bespoke investment solutions to each of its customers according to their objectives and specific needs. We implement our client portfolios by selecting the best products available locally and internationally considering their return, risk profile, potential tax benefits, and associated costs. We do this by having an open platform and by eliminating conflicts of interests since we have no ties with financial institutions. Our client investments are held under the financial institutions of their choice under their name. We provide our customers with a consolidated view of their investments which allows them to easily assess how their portfolios are performing.

Investment banking

Paragon offers to its customers a wide arrange of services which include financial restructuring, M&A advisory, and advisory on real estate investments.

Family business corporate governance

Paragon provides advisory in the design of family company boards and family councils. We Support our clients with their organizational structure and their estate planning.

Accounting

Paragon offers to its customers accounting services by a team with extensive expertise on financial investments.

Legal and tax advice

Paragon provides guidance and support to its customers in the process of selecting the appropriate law firms specialized in legal and tax issues that may arise from the purchase or disposal of assets, change in the corporate structure, or changes in the family estate planning.