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

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).
MEET THEIR TEAM
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.


