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process I have succumbed to realizing what relocation looks like: transactions, leases, checklists (visa, movers, paperwork), efficiency (speed, cost). relo can help and break down the questions asked. The goal is to reduce the risk of failing and provide confidence and support. We look after your family move whether it be insurance, schools, medical healthcare. JM: A move can look smart on paper and still fail in real life, that is something I think people underestimate. You are not just moving a tax position, you are moving your family, your routines, your support system, your children’s schools, your partner’s life, and your sense of belonging and that really matters. At relo, the human side is part of the strategy. We look at lifestyle fit, schools, healthcare, community, neighborhoods, and the practical reality of day-to-day life. Because if the family does not settle, the move usually does not work. The best relocation is not just technically correct, It has to work as a lifestyle. ML: Is the traditional idea of “where you’re based” becoming obsolete? And if so, what replaces it for today’s founder or investor? RM: I don’t believe where you are based is obsolete, however you can realistically choose a city to relocate to and build your life and business around it. As a founder or investor, capital, talent and information are more distributed. You can live and operate across cities. JM: I do not think location is becoming obsolete, I think it is becoming more strategic. For a founder or investor, where you are based can affect tax, talent, deal flow, capital access, family life, privacy, travel, and quality of life. It’s no longer a side decision, it is a business and life decision. What replaces the old idea of being “based” somewhere is a more intentional model. Eg: Where do you want to build? Where does your family thrive? Where is your network compounding? Where does your capital make sense? Where does your business have an edge? That is how modern founders and investors are starting to look at location. ML: You’ve both highlighted Florida – especially Miami and Palm Beach – as key hubs right now. Beyond the headlines, what are you seeing on the ground that most people are still underestimating? RM: What’s happening in Miami is that founders meet other founders, operators bring teams and spin out new companies as a result investors cluster and deploy capital to these specific regions. The main catalyst for these moves are more favorable taxes vs other states, good schools and a great lifestyle. JM: People understand the obvious reasons, such as tax, weather, lifestyle. What they underestimate is the quality of the network forming in Florida. I have seen more hedge fund, VC, founder, and executive clients looking at Miami and South Florida not as a second-home market, but as a serious base. That is the interesting part. When capital, operators, founders, and families start clustering in one place, the network starts to compound. Deals happen, introductions happen, communities form and businesses get built. I also think people underestimate how different each Florida market is. Eg: Miami is not Palm Beach, Palm Beach is not Fort Lauderdale, Fort Lauderdale is not Tampa

