Who We Are

Cone Marshall is a multi-faceted firm providing legal advice and fiduciary, administrative and accounting services for the structuring, protection, planning and succession of wealth.

Formed in New Zealand in 1998, Cone Marshall has expanded into a global group, which now administers more than 1300 trusts and related entities across multiple jurisdictions with offices in the US (New York, Wyoming and Miami), Hong Kong, Montevideo, Geneva, London and Milan. The group manages and advises on client structures which collectively hold more than US$20billion in assets.

Cone Marshall works closely with an experienced network of professional advisors as well as banks, trustees and other institutions. We have special skills in resolving conflicts of law across multiple legal systems, by the coordination of the right advisors in each country.

Cone Marshall does not have a tied relationship with any legal or financial service providers.

Cone Marshall’s approach is discreet, friendly, and culturally sensitive, and aims to support each client’s unique needs and goals. Cone Marshall’s ethos is to cultivate responsive, lasting relationships, and to that end, our principals’ programme involves regular face-to-face meetings with our family of clients and their advisors.

Cone Marshall also believes that proven advice involves an understanding of a client’s – usually a family’s – background, philosophy and culture. Dealing with a problem requires not only legal expertise, but a knowledge of and sensitivity to a client’s long-term interests and aspirations.