Understanding what you care about allows us to create an action plan that will help you achieve your financial goals.Learning to
Wealth Management Chief Investment Officer Katie Nixon and Lincoln Ellis, the senior investment strategist for NT's Global Family Office are quoted. Lincoln Ellis and Katie Nixon are featured in Barron’s PENTA on how GFO clients are investing in the current market environment. Look for the article in tomorrow’s print edition of Barron’s.
Cask Tubes, a third generation manufacturer of specialty metal products with 20 shareholders, 300 employees and annual revenue of $250 million, is at a turning point concerning business succession. Can the business stay in the family? Or, is it time to consider selling? Business has never been better and the 5 year strategic analysis indicates that the business will continue to grow.