Who We Are
Cone Marshall is a leading independent and international fiduciary service provider comprised of lawyers, wealth planners, and accountants.
OUR GROUP
What we do
Through our expertise and global relationships, we are consulted by family advisors in over 40 countries.
Led by Geoffrey Cone, our multicultural and diverse team works closely with a global relationship of attorneys, family advisors, private banks, trustees, and other institutions around the globe.
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US: Features of the Wyoming Foundation—Ease of Migration and Rules of Taxation
July 11, 2025
We are pleased to announce the publication of a new article in Trusts & Trustees, authored by Katrina Robinson, CEO of Cone Marshall Group and Teton Trust Company; Dave Bertsch, Head of Legal & Fiduciary Services; and Calvin Bennett, Attorney and Trust Officer.
The article examines the Wyoming Statutory Foundation, an innovative U.S. wealth planning vehicle that uniquely combines features of civil law private foundations with U.S. trust law. It emphasizes how Wyoming’s foundation statutes offer high-net-worth families an accessible, tax-efficient, and flexible framework—ideal for those looking to migrate existing foundations or establish new ones within a familiar legal environment. This advancement represents a major step forward in cross-border succession planning, providing families with improved asset protection, continuity, and the ability to preserve their heritage. Click “Read More” to access the full article