Transactions

Park Sutton Advises a Cleveland-based Multi-Family Office, Paragon Advisors on its sale to Corient

Park Sutton Advisors, a Waller Helms Company (“Park Sutton Advisors”) is pleased to have represented Paragon Advisors, Inc. (“Paragon”) on its acquisition by Corient Private Wealth (“Corient”), one of the fastest growing wealth managers in the U.S. with over $160 billion in Assets Under Management (“AUM”) and headquartered in Miami, FL. Founded in 1996 and headquartered in Shaker Heights, OH with $3.2 billion in AUM, Paragon is a multi-family office providing comprehensive wealth management to UHNW individuals and families with intergenerational wealth. Led by Terry Sullivan and Christine Jemison, the Firm is rooted in tax-optimization with a focus on preserving and growing family wealth.