Team

Our team is a global network of industry-best counsel working to safeguard our clients’ wealth.

Partners

Geoffrey Cone LLB, DP L (Hons), TEP, CTA

Barrister & Solicitor New Zealand

+ 1 510 935 8897

Geoffrey Cone is a leading international trust and tax planning attorney, and the founder and Senior Principal of Cone Marshall Limited. Cone is a respected authority in his industry, and as such, has shared his vast knowledge and expertise in publications such as Trusts & Trustees, Rothschild Trust Review, New Zealand Law Journal, among many others.

Additionally, he has been a contributing author to the World Trusts Survey and International Trust Disputes (both Oxford University Press), Law of Offshore Jurisdictions, International Trusts Guide, and Trident Guide to International Trusts. Cone began practicing commercial litigation as well as tax and trust advisory work in 1980. As Partner and Chairman of Partners at a leading Christchurch law firm, his tenure was marked by cases at all levels of the New Zealand courts as leading counsel and the Privy Council in London.

Later, Cone took his comprehensive litigation and advisory experience and further applied it by serving as a litigator in the British West Indies for two years. In 1998, he returned to New Zealand to establish his own firm, Cone and Co., which would later be transformed to Cone Marshall Limited in 2007. Cone’s long and illustrious career has made him a foremost international trust and tax planning figure, which is why some of the world’s wealthiest families, most prominent banks, and respected lawyers and advisors entrusted his firm their work and assets.

Karen Marshall LLB, TEP, Notary Public

Barrister & Solicitor New Zealand

+ 64 21 506 732

Karen Marshall is a Principal at Cone Marshall where she serves as Director of the firm. Her experience at the firm extends to acting as director of trust companies in the role of trustee. Prior to Cone Marshall, Marshall specialized in commercial litigation at a prominent law firm in London for ten years.

Marshall has extensive experience managing trusts, addressing issues relating to settlors and their representatives, providing information where trustee is a company, drafting documentation to action needs of trust, providing trust deed precedents for clients, advising generally and assisting clients in relation to their needs. In 2006, Marshall’s track record of success, dedication to her craft, and dedication to her clients drew the attention of Cone Marshall founding Principal, Geoffrey Cone.

Together, supported by a carefully-assembled international team, Cone and Marshall have built one of the most respected international wealth planning and advisory firms in the world.

Claudia Shan LLB, BCom, TEP

Barrister & Solicitor New Zealand

Solicitor England & Wales (enrolled)

+ 64 9 967 2608

Claudia Shan is Head of Legal and International Compliance at Cone Marshall Limited.

She completed her conjoint degrees BCom/LLB at the University of Auckland. Prior to entering practice in a leading New Zealand law firm in 2004, she worked in the Auckland office of Ernst & Young, focusing on tax. She has also worked in the Island of Guernsey, the Channel Islands, for almost 6 years for two leading offshore law firms and was at the time enrolled and admitted to practice as a Solicitor of the Supreme Court of England and Wales.

Claudia specializes in all aspects of trust, private client and international wealth planning. Claudia has advised a wide range of clients, both residents and non-residents, on local and foreign trusts, tax residency, asset protection,  FATCA, Common Reporting Standards,  international tax and trust law issues. She advises clients in respect to asset protection, establishment, administration, restructuring and winding up/termination of clients’ personal, investment and business structures including trusts, companies and limited partnerships. She also advises clients in respect to their compliance, regulatory and anti-money laundering obligations.

She has advised many of the leading international trust companies, high net worth individuals, private companies, family businesses, multi-national banks, and globally renowned financial services organisations.

Claudia is a full member of the Society of Trust and Estate Practitioners. She has published a number of articles in Private Client Practitioner and Tax Planning International. Since 2013 she is also one of two contributing New Zealand authors to Baker & McKenzie’s LawInContext and the New Zealand chapter of The Private Wealth & Private Client Law Review  (the content of which is being licensed to Bloomberg Law and to LexisNexis).

Claire Cooke BA, LLB, TEP

Barrister & Solicitor New Zealand

+ 64 7 975 1528

Claire Cooke was born, raised and educated in South Africa and is fluent in both English and Afrikaans. She completed her BA at Rhodes University and her LLB at Nelson Mandela Metropolitan University and converted her qualifications when she emigrated to New Zealand. Claire holds a practicing certificate issued by the New Zealand Law Society and is a full member of the Society of Trust and Estate Practitioners.

Claire joined Cone Marshall in 2009 and has been mentored by both Karen Marshall and Geoffrey Cone in the area of international trust and tax planning. During her time at the firm, Claire has developed into a competent and skilled advisor who builds a rapport with clients and pays careful attention to their particular circumstances and needs.

Claire is a director of trust companies in the role of trustee. She has a wealth of experience in the trust and tax planning area, particularly with regards to the settlement and management of trusts, companies and limited partnerships in New Zealand and abroad and the migration of companies to and from New Zealand. Claire particularly relishes the challenges associated with the restructuring of existing structures which span over several jurisdictions.

Cone Marshall Ltd

Auckland / New Zealand

Associates

Alexandra Neal BA, LLB, TEP

Barrister & Solicitor New Zealand

+ 64 9 967 2614
Abbie Selinkoff LLB, BA, TEP

Barrister & Solicitor New Zealand

+ 64 9 967 2611

Solicitors

Dinesh Menon LLM (Hons), LLB, B Econ, TEP

Senior Solicitor

Barrister & Solicitor New Zealand

Barrister & Solicitor NSW, Australia

+ 64 9 300 5103
Ziyad Matti LLB, BA

Solicitor

Barrister & Solicitor New Zealand

+ 64 9 909 1892
Jaya Muthu LLB

Solicitor

Barrister & Solicitor New Zealand

+ 64 9 967 2617
Brent Wicks BSocSc, LLB, LLM

Non-Practicing Attorney (South Africa)

+64 9 967 2606
James Gribbin LLB, BA

Solicitor

+ 64 9 300 5007
Kirsty Mulder LLB

Non-Practicing Attorney (South Africa)

+64 9 300 5017
Marijke Dannhauser LLB

Non-Practicing Attorney (South Africa)

+ 64 9 300 5106

Compliance Officers

Pulkit Agrawal MBA, PGDipBus

Head Compliance Officer

+ 64 9 967 2604
May Cheah LLB (Hons), Bcom

Barrister & Solicitor New Zealand

Barrister & Solicitor Malaya

+ 64 9 909 1899

Accountants

David Apfel BCompt, ACA

Chief Financial Officer

+ 64 9 967 2605
Ian Taylor BCom, Professional Accountant (SA)

Senior Accountant

+ 64 9 909 1895
Anna-Marie Schoultz BCom, Professional Accountant (SA)

Senior Accountant

+ 64 9 909 1895
Daniel McDonald BBA (Fin), Grad Dip (Acct)

Accountant

+ 64 9 967 2609

Generations Cornerstone SA & Cone Marshall (Suisse) Trustee Sarl

Geneva / Switzerland

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Catherine Motamedi LLB, Swiss Qualified Lawyer

Managing Director

+41 22 566 2609
Martin Calatrava LLB, TEP, LLM in International Tax

Solicitor

+41 22 566 2600
Kate Verry LLB, BA

Barrister & Solicitor New Zealand

+41 22 566 2600
Farran Jonker

Office Manager & Compliance Officer

+41 22 566 2872

Cone & Company SA

Montevideo / Uruguay

Ivan Martini MCJ, TEP

Solicitor

+ 598 2518 2321
Magdalena Diaz

Solicitor

+ 598 95 890 969
Agustina Loinaz Dra, LLM

Associate

+ 598 99 414 312
Luis Alberto Lussich Cr, LLM, CPA

Associate

+598 99 146 065
Ligia Sosa

Notary Public

+598 99 795 184
Juan Ignacio Miraglia Ugrad (Econ)

Accounts Manager

+ 598 99 143 921
Rodrigo Jimenez

Architect

+ 598 99 757 789

Teton Trust Company LLC

Jackson, Wyoming
Representative Office, New York, NY, USA

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Katrina Robinson Bar Admission: State of New York

U.S. Counsel

+ 1 917 331 3695
Zane Aukee Bar Admissions: Wyoming, New York, Montana

Trust Officer & Legal Associate

+ 1 307 201 5275