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 in January 2026 in Panama for strategic insights, high-level networking, and cutting-edge guidance from global experts.

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JANUARY 21 - 25, 2026

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📍 Hotel La Compañia - The Unbound Collection by Hyatt

 ABOUT THE CONFERENCE

The Cross Border Exchange is an invite-only gathering designed to address the complex challenges and emerging opportunities faced by family offices, business owners, and high-net-worth individuals operating across borders.

Launching its inaugural edition in Panama, the conference brings together leading legal experts, tax advisors, wealth managers, and global strategy professionals for high-level discussions on international finance, cross-border tax planning, asset protection, and regulatory developments.

Rooted in the realities of global citizenship — including the unique dynamics faced by dual nationals, American-Panamanians, and internationally mobile families — the Cross Border Exchange is built for a world where wealth, identity, and legacy are increasingly transnational.

This is more than a conference — it's the beginning of a cross-border platform for collaboration, insight, and future-focused strategies. Panama is just the first stop.

 

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 WHO'S ATTENDING?

 The Cross Border Exchange brings together a select group of global decision-makers and trusted advisors. Attendees include:

  • Family Offices – preserving and growing multigenerational wealth across jurisdictions.

  • Business Owners & Entrepreneurs – seeking strategies for international growth, structuring, and asset protection.

  • Advisors & Consultants – guiding clients through cross-border opportunities and challenges.

  • Legal, Tax & Wealth Management Professionals – staying ahead of evolving global regulations, tax frameworks, and estate planning strategies.

SPEAKERS

Theodore Joyce, Esq., LLM

 

Managing Member
Sentry Hill Legal, LLC
Boston, MA

Jane E. Freedman

 

Principal and Founder

Jane Freedman Law LLC
Boston, MA

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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 PANAMA

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]Â