Dear Colleagues, Partners, and Friends:

This year Cone Marshall celebrates its 25th anniversary.

I started this business in 1998, with a vision to help international families manage and preserve their wealth and legacies in a personal and professional way. Assisting families in their succession and wealth planning for the last quarter century has been our greatest privilege. We are grateful for your support in allowing us to achieve this milestone.

Thank you to our ever-diligent team, committed partners, and each and every one of our clients around the world who continue to support our mission.

Since its inception, Cone Marshall has experienced substantial growth. We evolved from a single office led by a solo practitioner to a globally recognized trustee company with 110 professionals. Our presence has expanded beyond Auckland, New Zealand, to encompass fourteen countries, with strategic positioning in key markets including Wyoming, New York, London, Geneva, Milan, Hong Kong, Montevideo, and São Paulo.

With more than $30 billion in assets under administration, Cone Marshall takes pride in
serving over 2,000 relationships with individuals, families, law firms, banks, advisors, family
offices, among others. Our footprint continues to grow. What’s important is maintaining our
close-knit and trusted relationships within our extensive network of friends, clients, and
professional advisers. We remain steadfast in upholding our commitment to our highest
standards of conduct and independence. Our reputation is founded on our ability to
anticipate and promptly respond to our clients’ needs. We are proud that our services
continue to make a positive impact on our clients and their families.

As we experience the greatest transfer of wealth in history, our corporate, fiduciary, and
trust services are poised to support coming generations as they plan for their next chapters.
I am excited to see what our organization can do in the next 25 years and beyond.

Sincerely,

Geoffrey Cone