Today, I am pleased to welcome The Honorable Stuart Nash, CEO and Founder of Nash Kelly Global, a bespoke consultancy that specializes in facilitating New Zealand permanent residency and resettlement through the country's Golden Visa program. Stuart was a senior Cabinet Minister for 5.5 years in the Ardern Administration and launched New Zealand's Golden Visa (or as it is titled: the Active Investor Plus Visa) in September 2022 as Minister of Economic Development. His portfolios included Minister of Police, Economic Development, Small Business, Tourism, Revenue, Forestry, and Fisheries. Before politics, Stuart worked in senior and general management roles in both the private and public sector.

For those in our audience who have not kept close tabs, Stuart updates us on the latest developments in New Zealand and describes how the social, economic, and political environment has developed in recent years. Stuart led the team that created and launched New Zealand's Golden Visa program – the Active Investor Plus Visa. He describes the program and its unique features and attractions, commenting on what makes New Zealand an attractive destination for wealthy individuals and families looking for alternative residence jurisdictions.

Stuart offers some practical tips for families and family offices that are looking at New Zealand as a jurisdiction, providing useful pointers on some of the basics on how to set up their life there, including things like housing, education, health insurance, and others.

For those who are interested to explore residency or citizenship in New Zealand, Stuart has a number of suggestions on how to get started and paints a picture of the different services and options available, including those offered by his firm, Nash Kelly.

Enjoy this insightful conversation with one of the pioneers of the golden visa programs that are attracting families and their family offices to New Zealand.

Today, I have the pleasure of speaking with Brian Weiner and Lisa Castro of Family Office Growth Partners. Brian is the firm's Founder & CEO, and for nearly 25 years, he has served as a trusted advisor to successful entrepreneurs and family enterprises in the areas of investment, tax, governance, and philanthropy. Brian began his career in 1996 as the Deputy Trade Commissioner for the Government of Israel, where he facilitated joint ventures/strategic partnerships on behalf of U.S. and Israeli companies. Brian is a serial entrepreneur and a trailblazer in the family office space, with diverse experience at firms including Smith Barney, Allied Advisors, BNY Mellon.

Lisa is President of Family Office Services at Family Office Growth Partners. She brings over 30 years of experience serving high-net-worth families, C-suite executives, and influential leaders. Throughout her career, she has had the privilege of working with distinguished families to establish independent family offices, supporting CEOs and former government officials in her role as a proactive Chief of Staff. Lisa played a key role in the founding and conceptual development of The Paulson Institute, established by former U.S. Treasury Secretary, Hank Paulson.

Brian and Lisa, and their firm Family Office Resource Group, are Advisor members of FOX and we are privileged to have their expertise within our membership community.

Outsourcing is a big, and increasingly relevant, topic in our space. Brian and Lisa share their perspectives on outsourcing by families and family offices and highlight some of the prevailing practices in the sector. One of the most common and evergreen questions in this realm is what to outsource and what to build and operate in house. Brian and Lisa shine a light on this question and describe some of the frameworks and criteria family offices and their principles should apply when trying to make this crucial decision.

Once the decision to outsource has been made, the key challenge is to figure out how to vet and select the providers who will take over the critical functions for the family office. Brian and Lisa offer practical tips for family office leaders and wealth owners who are in this important early stage of their outsourcing journey.

They also provide suggestions for family offices on the ongoing management of their outsourcing relationships, explaining how they should optimally oversee, coordinate, evaluate, and renegotiate these vendor relationships to achieve the best results for the family and the family office operation.

Don't miss this highly insightful conversation with two of the most experienced, recognized, and well-connected thought leaders and practitioners in the family office outsourcing space.

Today, I'm excited to speak with Justin Papadakis, Deputy Chief Executive Officer and Chief Real Estate Officer at the United Soccer League (USL). Justin joined the USL in 2014 and has held various roles including President of Commercial Ventures and Chief Operating Officer and has led its expansion efforts across the USL Championship, League One, and Super League, and most recently, the announcement of USL's plans to launch a Division One men's professional league in 2027-2028.

Prior to the USL, Justin served as leasing director, and later business development director, at DDR Corp, now called SITE Centers. While earning his dual degree in Public Policy and Economics at Duke University, Justin also played four seasons for the Blue Devils' Men's Soccer program. He has been recognized on America's Power List and Florida Trend's Florida 500, a list of 500 most influential business leaders in Florida.

With Justin's help we delve into the world of soccer. He describes how the sport – and the business of soccer – has evolved in recent years and points out what sets soccer apart from other major sports. He also paints a picture for our audience of the soccer landscape today and how the USL fits in that landscape.

We then take a look at soccer as an asset class in the broader category of sports and entertainment investment properties. Justin provides an educational overview of the unique investment attributes of soccer and soccer teams, highlighting how they are distinct from other major-league sports and what makes soccer franchises particularly attractive right now.

Justin talks about the purpose and the mission of the United Soccer League (or USL) and explains how his organization helps UHNW clients and their family offices invest in and operate soccer franchises. Finally, he shares some practical considerations and risks family offices need to consider when they contemplate investing in sports in general and in soccer in particular. He offers valuable tips on how families and family offices should educate themselves and what resources exist for them to lean on in this growing and specialized segment of sports investing.

Don't miss this educational conversation with a leading expert and experienced practitioner in sports franchise investing and operations.