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.

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OCTOBER 22-24, 2025

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📍 AgroParisTech: 5 Quai Voltaire, 75007 Paris, France

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
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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

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SPONSORS

 

PRICING

 

All Inclusive Access

$250*

Limited Spots Only

  • Full access to the conference
  • All meals included throughout the event
  • Evening networking cocktail reception
  • Speaker presentations & curated resources
  • Access to a private network of industry leaders 

*Travel and accommodations not included.

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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

FREQUENTLY ASKED QUESTIONS

Contact Us

Please fill out the form below to get in touch with us. Alternatively, please email us at [email protected]