What We Do
Private Wealth Planning
At Cone Marshall we serve as collaborators.
We work closely with a family’s primary advisors and trustees, providing services in our offices in New Zealand, Switzerland, Uruguay, and the United States. As lawyers, trustees and accountants with decades of experience, we are trained to offer objective and independent advice, providing trusted oversight and ensuring all work on the client’s behalf is carried out in the most seamless and responsive way possible.
Cone Marshall offers diverse management structures for worldwide wealth and property including, real estate, art, aircraft, businesses, collections, bank accounts, and investments under management.
Cone Marshall provides trustee services in New Zealand, Switzerland, Uruguay, and Hong Kong, and a full trustee licence in Wyoming, USA.
Trusts: Establishment & Management
Decades of establishing and managing both simple and complex trusts for clients all over the world have enabled Cone Marshall to respond to the full range of circumstances which may motivate a family to establish a trust.
Our special understanding of the unique needs and cultures of high net-worth families allows us to align their interests with their goals in a way that will most benefit them and their loved ones for generations to come. Once our client’s specific goals and objectives have been identified, our team works closely with them to form the entity, develop the necessary documentation for its structure and governance, and suggest best practices for day-to-day management.
As we are sensitive to the particular needs of global families, a key part of the service we provide is working to regularize our clients’ positions so that they are fully-compliant with all international laws and regulations.
Our expert team is trained and qualified to fulfil trustee duties in an array of languages, in jurisdictions around the world, including the United States, United Kingdom, New Zealand, South America, Asia, and Europe. We strive to carry out these duties our clients entrust to us in a way that supports each individual or family’s long-term needs and aspirations.