Cone Marshall’s Italian office, Cone Marshall Trustees (Italia) Srl, hosted an invitational event, “Building Trust for the Future” at the Palazzo Parigi in Milan. During the event, Cone Marshall Trustees (Italia) Srl Managing Director, Andrea Laurino and Cone Marshall Special Advisor, John Cotton, presented on the trust administration and asset protection services that Cone Marshall Trustees (Italia) Srl offers its clients

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.