Partners Member Details

Morgan Stanley

We’re craftsmen who are highly experienced in building wealth—and helping you preserve it for future generations. We take your success very seriously.

About The Nasso Group:

20807 Biscayne Blvd, 5th & 6th Floor Aventura, FL 33180

“Nasso” means count and uplift—the team aligns business and personal finances with intentional plans, then executes/monitors so founders can focus on building.

Specialty / Strengths:

Holistic financial planning, investing/asset allocation, lending, trust & estate, insurance—tailored to entrepreneurs and families; proactive Next-Gen engagement.

Forum Topics:

  • Engaging Next Gen
  • Alternative Investments 101
  • Estate Planning 101
  • Exit Planning 101
  • How to Plan for Large Gains When Selling Your Company
  • Where the H#@! Are We? (Market update)
  • What I Wish I Knew When I Started
  • Retirement Planning for Business Owners

EO Member Value:

  • Pre-sale planning and tax-aware wealth design for better outcomes at exit.
  • Curated access to alternative investments (qualified investors).

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