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.

JP Morgan Chase Bank

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

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Ethan Grossman

Title: First VP, Financial Advisor

Tel: +1 (954) 952-5972


LinkedIn
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Ruben Benharrouch

Title: Sr. VP, Financial Advisor

Tel: +1 (954) 498-4549

LinkedIn

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 planninginvesting/asset allocationlendingtrust & estateinsurance—tailored to entrepreneurs and families; proactive Next-Gen engagement.

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