Dani Kertesz — investor profile photo

Dani Kertesz

Entrepreneur advising entrepreneurial families | Took over, ran and sold my family’s business as second generation | Family Risk, Succession, Continuity | Mediator | Author of “Family Mind”

📍 Zurich, Zurich, Switzerland🔄 Updated November 2026💼 4 investments📅 18 years investing🗓 Last invested May 2023
Operator-angel🌍 Switzerland
4
Total investments
0
Early stage
0
Mid stage
0
Late stage
18y
Years active

Portfolio

1 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Member of the Board
2017
Defined as a model of excellence, the word Paragon inspired the namesake of our company, Paragon Group USA. A leader in producing, marketing, and distributing premium products within the outdoor and electric goods space. We strive for excellence in the products we manufacture, the retail partners we work with, and the service we provide our consumers. Our portfolio ranges from outdoor structures and heaters to cord reels and smart power devices. We house our innovative brands including Paragon Outdoor, Link2Home and Gourmate, and license well-known brands like Black and Decker, Craftsman, and DeWalt. We partner with top retailers across the globe including Costco, Lowe’s, The Home Depot, Amazon, Walmart and more. Headquartered in Englewood, New Jersey, and with team members around the globe, each individual brings value and purpose to Paragon Group USA. Join us and you’ll be surrounded by inspiring, passionate industry leaders paving the way for a bright future ahead.
Experience · 7 entries
All (7)
Investments (4)
Founder (1)
Board (4)
2026
Founding Partner
May 2026
Independent, curious, and unafraid. Family Risk Strategy was founded by Daniel Kertesz, Ross Osborn, and Gregory Roll to help families better understand and manage their family risk. The firm works alongside families and the advisors who serve them, guiding individuals and teams through the complex space where rational and emotional forces create ever-evolving dynamics that require both careful consideration and expert management. The firm is headquartered in Zurich, Switzerland, with offices in Geneva and New York City.
Founding Partner
May 2026
Supporting global families facing complex wealth transition, dispute resolution, strategic direction, and family dynamic challenges. These “Grey Rhinos”—known, probable, and consequential risks—remain unmanaged without our stewardship, not because they are unseen, but because they represent challenging dynamics for the family to navigate. We are a transatlantic partnership dedicated to helping families better understand and manage their family risk. Addressing the existential quantitative and qualitative threats impacting enterprising families to ensure outcomes that preserve what is most important to them. Through our work, families move from thinking they need advice to recognising they need courage and the conviction to change. The impact is profound. The results are meaningful and measurable. The outcomes are impactful and lasting.
2025
Co-Founder
Jan 2025
The Worlds Most Exclusive Advisory Board for New Wealth Family CentiMillionaire Family Offices & Private Investors
2023
Board Member
May 2023
Theben HTS AG is an electrical/electronic manufacturing company based out of Im Langhag 7b, Effretikon, Canton of Zurich, Switzerland.
2017
Member of the Board
2017
Defined as a model of excellence, the word Paragon inspired the namesake of our company, Paragon Group USA. A leader in producing, marketing, and distributing premium products within the outdoor and electric goods space. We strive for excellence in the products we manufacture, the retail partners we work with, and the service we provide our consumers. Our portfolio ranges from outdoor structures and heaters to cord reels and smart power devices. We house our innovative brands including Paragon Outdoor, Link2Home and Gourmate, and license well-known brands like Black and Decker, Craftsman, and DeWalt. We partner with top retailers across the globe including Costco, Lowe’s, The Home Depot, Amazon, Walmart and more. Headquartered in Englewood, New Jersey, and with team members around the globe, each individual brings value and purpose to Paragon Group USA. Join us and you’ll be surrounded by inspiring, passionate industry leaders paving the way for a bright future ahead.
Show all 7 entries ↓
Investment activity
2008–2023 · 4 investments
20081200912017120231
Recent (last 2 years)Earlier
Investor lists
Lists that match Dani's portfolio