THE CROSS BORDER EXCHANGE
A premier, invite-only gathering addressing the most pressing legal, tax, and wealth management topics facing family offices and cross-border businesses. Join us this October in Paris for strategic insights, high-level networking, and cutting-edge guidance from global experts.
Register Now!
OCTOBER 22-24, 2025
ABOUT THE CONFERENCE
The Cross Border Exchange is an invite-only gathering designed to address critical issues and opportunities facing family offices and business owners navigating the complex landscape of international finance, taxation, and asset management. This conference brings together leading legal experts, tax advisors, wealth managers, and industry professionals to discuss cutting-edge strategies, regulatory updates, and best practices tailored to the unique needs of high-net-worth individuals, cross-border businesses and family enterprises.
WHO SHOULD ATTEND?
- Family Offices
- Business Owners
- Advisors
- Legal, Tax, and Wealth Management Professionals
SPEAKERS

Thedore Joyce, Esq., LLM
Managing Member
Sentry Hill Legal, LLC
Boston, MA

Anne Bucciarelli, CFA
Senior National Director of Family Engagement Strategies
Alliance Bernstein
New York, NY

Jonathan F.X. O’Brien
Partner
Sherin And Lodgen LLP
Boston, MA
CONFERENCE SCHEDULE
*subject to change
Day 1: October 22, 2025
Day 2: October 23, 2025
Day 3: October 24, 2025
SPONSORS

PRICING
PLAN YOUR STAY IN PARIS
To help you plan your stay, we've compiled a shortlist of nearby hotels for your convenience. Please note that these are only recommendations. Attendees are responsible for their own travel and lodging arrangements and are welcome to stay wherever they prefer.
Recommended Hotels
- Paris Marriott Champs Elysees Hotel
1.9 miles from venue - Renaissance Paris Vendome Hotel
4 Rue du Mont Thabor, 75001 Paris, France
2.7 miles from venue - Paris Marriott Opera Ambassador Hotel
16 Bd Haussmann, 75009 Paris, France
2.7 miles from venue - Paris Marriott Rive Gauche Hotel & Conference Center
17 Bd Saint-Jacques, 75014 Paris, France
2.8 miles from venue - Courtyard Paris Gare de Lyon
2.8 miles from venue
FREQUENTLY ASKED QUESTIONS
Registration
Cancellation Policy
Guest Policy
Schedule & Agenda
Privacy Policy
Dietary Restrictions
Event Attendance
Contact Us
Please fill out the form below to get in touch with us. Alternatively, please email us at [email protected]