Bloomberg Markets: The Close interviewed our Cone Marshall Group and Teton Trust Company CEO, Katrina Robinson.

This week, the State budget (Proposta de Orçamento de Estado) for 2024 (OE2024) announced the end of the RNH tax benefit, keeping it accessible only

We recently co-authored with our founder Geoffrey Cone in the 12th edition of Lexology In-Depth: Private Wealth and Private Client (formerly The Private Wealth & Private Client Review).

Since the inception of Cone Marshall’s rep office in 2022 the Middle East team have seen an increased urgency from families within the region on estate planning, intra-family mediation, succession planning and Next Generation training. This is due in part to recent family related disputes that have taken place in the region as well as the on-going great transfer of wealth to the next generation.

Come meet key members of Cone Marshall’s regional and global teams at STEP Arabia on 6-7 November in Abu Dhabi. This is going to be an opportunity to introduce our newly launched regional office, Cone Marshall Middle East in Dubai, and the services of the wider Cone Marshall Investa Group, including Teton Trust Company.