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Partners

Geoffrey Cone
LLB, DP L (Hons), TEP, CTA

President and Treasurer of the Board of Directors
+ 1 510 935 8897

Read More about Geoffrey

Geoffrey Cone is a leading international trust and tax planning attorney, and the founder and Senior Principal of Cone Marshall Limited. Cone is a respected authority in his industry, and as such, has shared his vast knowledge and expertise in publications such as Trusts & Trustees, Rothschild Trust Review, New Zealand Law Journal, among many others.

Additionally, he has been a contributing author to the World Trusts Survey and International Trust Disputes (both Oxford University Press), Law of Offshore Jurisdictions, International Trusts Guide, and Trident Guide to International Trusts. Cone began practicing commercial litigation as well as tax and trust advisory work in 1980.As Partner and Chairman of Partners at a leading Christchurch law firm, his tenure was marked by cases at all levels of the New Zealand courts as leading counsel and the Privy Council in London.

Later, Cone took his comprehensive litigation and advisory experience and further applied it by serving as a litigator in the British West Indies for two years. In 1998, he returned to New Zealand to establish his own firm, Cone and Co., which would later be transformed to Cone Marshall Limited in 2007. Cone’s long and illustrious career has made him a foremost international trust and tax planning figure, which is why some of the world’s wealthiest families, most prominent banks, and respected lawyers and advisors entrusted his firm their work and assets.

Karen Marshall
LLB, TEP, Notary Public

Director at Cone Marshall HK Limited, Partner at Cone Marshall Limited
+ 64 21 506 732

Read More About Karen

Karen Marshall is a Principal at Cone Marshall where she serves as Director of the firm. Her experience at the firm extends to acting as director of trust companies in the role of trustee.

Prior to Cone Marshall, Marshall specialized in commercial litigation at a prominent law firm in London for ten years.Marshall has extensive experience managing trusts, addressing issues relating to settlors and their representatives, providing information where trustee is a company, drafting documentation to action needs of trust, providing trust deed precedents for clients, advising generally and assisting clients in relation to their needs.

In 2006, Marshall’s track record of success, dedication to her craft, and dedication to her clients drew the attention of Cone Marshall founding Principal, Geoffrey Cone. Together, supported by a carefully-assembled international team, Cone and Marshall have built one of the most respected international wealth planning and advisory firms in the world.

Claudia Shan
LLB, BCom, TEP

Partner at Cone Marshall Limited, Head of Legal and International Compliance
+64 9 967 2608 or +64 9 307 3950

Read More About Claudia

Claudia completed her conjoint degrees BCom/LLB at the University of Auckland. Prior to entering practice in a leading New Zealand law firm in 2004, she worked in the Auckland office of Ernst & Young, focusing on tax. She has also worked in the Island of Guernsey, the Channel Islands, for almost 6 years for two leading offshore law firms and was at the time enrolled and admitted to practice as a Solicitor of the Supreme Court of England and Wales. Claudia specialises in all aspects of trust, private client and international wealth planning. Claudia has advised a wide range of clients, both residents and non-residents, on local and foreign trusts, tax residency, asset protection, FATCA, Common Reporting Standards, international tax and trust law issues. She advises clients in respect to asset protection, establishment, administration, restructuring and winding up/termination of clients’ personal, investment and business structures including trusts, companies and limited partnerships. She also advises clients in respect to their compliance, regulatory and anti-money laundering obligations. She has advised many of the leading international trust companies, high net worth individuals, private companies, family businesses, multi-national banks, and globally renowned financial services organisations. Claudia is a full member of the Society of Trust and Estate Practitioners. She has published a number of articles in Private Client Practitioner and Tax Planning International. Since 2013 she is also one of two contributing New Zealand authors to Baker & McKenzie’s LawInContext and the New Zealand chapter of The Private Wealth & Private Client Law Review (the content of which is being licensed to Bloomberg Law and to LexisNexis).

Claire Cooke
BA, LLB, TEP

Barrister & Solicitor New Zealand

+64 9 307 3950

Read More About Claire

Claire Cooke was born, raised and educated in South Africa and is fluent in both English and Afrikaans. She completed her BA at Rhodes University and her LLB at Nelson Mandela Metropolitan University and converted her qualifications when she emigrated to New Zealand. Claire holds a practicing certificate issued by the New Zealand Law Society and is a full member of the Society of Trust and Estate Practitioners.

Claire joined Cone Marshall in 2009 and has been mentored by both Karen Marshall and Geoffrey Cone in the area of international trust and tax planning. During her time at the firm, Claire has developed into a competent and skilled advisor who builds a rapport with clients and pays careful attention to their particular circumstances and needs.

Claire is a director of trust companies in the role of trustee. She has a wealth of experience in the trust and tax planning area, particularly with regards to the settlement and management of trusts, companies and limited partnerships in New Zealand and abroad and the migration of companies to and from New Zealand. Claire particularly relishes the challenges associated with the restructuring of existing structures which span over several jurisdictions.

Cone Marshall Ltd

Auckland, New Zealand

Associates

Alexandra Neal
BA, LLB, TEP

Associate
Barrister & Solicitor New Zealand
+ 64 9 967 2614

Dinesh Menon
LLM (Hons), LLB, B Econ, TEP

Senior Associate
Barrister & Solicitor New Zealand
Barrister & Solicitor NSW, Australia
+ 64 9 300 5103

Ziyad Matti
LLB, BA

Associate
Barrister & Solicitor New Zealand
+ 64 9 909 1892

SOLICITORS & LAW CLERKS

Jaya Muthu
LLB

Solicitor
Barrister & Solicitor New Zealand

+ 64 9 967 2617

Brent Wicks
BSoc Sc, LLB, LLM

Attorney (South Africa)
+ 64 9 967 2606

Marijke Taylor
LLB

Attorney (South Africa)
+ 64 9 300 5106

May Cheah
LLB (Hons), BCom

Barrister & Solicitor New Zealand
Barrister & Solicitor Malaysia
+ 64 9 909 1899

Louisa Yockney
LLB

Solicitor
Barrister & Solicitor New Zealand
+ 64 9 394 8765

Shanna Chen
LLB, BCom

Solicitor
Barrister & Solicitor New Zealand
+ 64 9 967 2612

Simon Barber
LLB (Hons), BCom

Solicitor
Barrister & Solicitor New Zealand

COMPLIANCE OFFICERS

Pulkit Agrawal
MBA, PGDipBus

Head of Global Compliance
+ 64 9 967 2604

Dale Singh
Cert Financial Crime, Dip Bus

Senior Compliance Officer

Richa Shah
BBA, MBA Int Mgmt

Compliance Officer

Shamali Nageswaran
BBA (Finance), Pg Dip Bus

Compliance Officer

Kana Yamaguchi
BPol Sci

Compliance Administrator
+ 64 9 300 5017

TRUST OFFICERS

Jennifer Ruffley
BSc (Hons), TEP

Senior Trust Officer
+ 64 9 307 0042

Tani Gogia
LLB, Pg Dip Bus, BA (Economics), Advocate India

Senior Trust Officer
+ 64 9 394 8764

Cone Marshall Services Ltd

Auckland, New Zealand

David Apfel
BCompt, ACA

Director & Chief Financial Officer
+ 64 9 967 2605

Anna-Marie Schoultz
BCom, Professional Accountant (SA)

Senior Manager

+ 64 9 909 1895

Ian Taylor
BCom, Professional Accountant (SA)

Senior Accountant
+ 64 9 909 1895

Chantell Taylor
BCom (Accounting)

Senior Accountant

+ 64 9 300 7377

Stephanie Tam
B.Comm (Accounting)

Senior Accountant
+ 64 9 300 7380

Cone Marshall (Suisse) Trustee SÀRL

Geneva, Switzerland

Sean Breslin
TEP

Managing Director
+41 22 566 26 09

Kate Verry
LLB, BA

Barrister & Solicitor New Zealand
+41 22 566 1173

Cone Marshall Group – Representative Office

Athens, Greece

Gerard Aquilina
BA, JD, LLM, STEP, ITPA

Partner
+30 69 879 06713 (Greece)
+41 79 107 7338 (Switzerland)

Cone & Company SA

Montevideo, Uruguay

Ivan Martini
MCJ, TEP

Managing Director
+ 598 2518 2321

Agustina Loinaz
Dra, LLM

Associate
+ 598 99 414 312

Luis Alberto Lussich
Cr, LLM, CPA

Associate
+598 99 146 065

Ligia Sosa

Notary Public
+598 99 795 184

Juan Ignacio Miraglia
Ugrad (Econ)

Accounts Manager
+ 598 99 143 921

Teton Trust Company LLC

Jackson, Wyoming Representative Office – New York, NY, USA
Representative Office – Miami, FL, USA

Katrina Robinson
Bar Admission: State of New York

U.S. Counsel
+ 1 917 331 3695

Martin Calatrava
LLB, TEP, LLM in International Tax

General Manager
+1 307 699 9755

Zane Aukee
Bar Admissions: Wyoming, New York, Montana

Trust Officer & Legal Associate
+ 1 307 201 5275

Cone Marshall HK Ltd

Hong Kong

Claudia Shan
LLB, BComm, TEP

Partner at Cone Marshall Limited
+64 9 967 2608

Leping Zhang
LLB, JD, LLM (Taxation)

Associate, Business Development, Fiduciary Services

Ciemme Trustees Srl

Milan, Italy

Sam Cleps

Managing Director
+ 39 02 800 123 79

Davies Street Trustees Limited

London, UK

David Harris

Chairman Davies Street Trustees Limited
+44 (0) 008 4369