Ethics & Compliance

Our values are those which keep a family and its businesses strong.

Ethics & Compliance

Cone Marshall adheres to the highest ethical and fiduciary standards in the industry. Our due diligence process and a team of compliance officers ensure that all services performed on behalf of our clients embrace a verified provenance. Our clients’ privacy and security is our primary objective.

We ensure each client is in full compliance with international rules and regulations. We demand full due-diligence, part of our culture which privileges personal face to face meetings over arms-length communication. This approach assures that we maintain strong relationships and are able to institute prompt problem-solving. Additionally, we require all clients to take independent, verified advice in their country of residence.