Who We Are

Cone Marshall is a leading independent and international fiduciary service provider comprised of lawyers, wealth planners, and accountants.

 

OUR GROUP

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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.

Featured news

Katrina Robinson Shortlisted for the Citywealth Powerwomen Awards

January 03, 2025

We are excited to announce that Katrina Robinson, CEO of the Cone Marshall Group and Teton Trust Company, has been nominated for 2025 Women of the Year – Leadership in the Citywealth Powerwomen Awards.

This award honors individuals and companies that promote female leadership, champion diversity, and recognize the remarkable women shaping the future of the wealth sector.

To vote, please click on the “vote here” button below  and select Katrina Robinson under the Woman of the Year – Leadership category. Voting is open until January 31, 2025.

Congratulations to Katrina Robinson on this well-deserved recognition!

featured news

Highlights from ITPA Oxford and London Conferences

January 15, 2025

Last month, members of our company attended the ITPA Oxford conference. As the International Tax Planning Association (ITPA) enters its sixth decade, the conference marked the second event held in Oxford following the successful inaugural meeting of the restructured organization in London. The December conference featured engaging discussions on critical tax planning topics, including recent decisions and global changes in the tax landscape, UBO Registers and taxation, the EU versus British overseas territories, and massively discretionary trusts.

Earlier in November, members from Cone Marshall Group and Teton Trust Company attended ITPA London, where panel discussions covered topics such as UK Non-Dom, immigration to Italy, tax planning in Cyprus, Monaco, Dubai, and Barbados, and US post-election updates.

Geoffrey Cone, Founder & President of Cone Marshall Group, and Katrina Robinson, CEO of Cone Marshall Group & Teton Trust Company, serve on the ITPA management board, which promotes knowledge exchange through conferences, publications, and online resources. Our team members also led impactful sessions at both events, with Geoffrey Cone and Katrina Robinson facilitating key discussions.

A sincere thank you to all the speakers and attendees who helped make these events a success. We also extend our gratitude to the Oxford Union and Pembroke College, Oxford, for providing outstanding venues to host the ITPA Oxford conference, as well as to Claridge’s in London for hosting the ITPA London conference.

We look forward to the two-day conference from March 5-7 in Monte Carlo at the Hotel Hermitage, where we will celebrate the 50th anniversary of the ITPA.