OUR TEAM

Our team is a global network of industry-best counsel working to safeguard our clients’ wealth.

Cone Marshall Ltd

Auckland, New Zealand

Partners

Geoffrey Cone

LLB, DP L (Hons), TEP, CTA

President and Treasurer of the Board of Directors

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.

Fundador e Diretor Sênior, Cone Marshall Limited

Geoffrey Cone é um advogado importante na área de trusts e gestão patrimonial internacional. Fundador e Diretor Sênior da Cone Marshall Limited, na Nova Zelândia, Geoffrey é uma autoridade respeitada no mercado. Ele tem compartilhado seu conhecimento e experiência em publicações internacionais como a Revista Trusts & Trustees, Rothschild Trust Review, New Zealand Law Journal, entre muitas outras.

Além disso, Geoffrey tem contribuído para a Pesquisa Mundial sobre Trusts e Disputas Internacionais sobre Trusts (ambas pela Oxford University Press), Law of Offshore Jurisdictions, International Trusts Guide, e Trident Guide to International Trusts.

Geoffrey começou sua carreira na área contenciosa commercial e na consultoria tributária e de trusts em 1980. Como sócio e sócio-diretor de um reconhecido escritório de advocacia neozelandês, capitaneou casos em todos os níveis da Justiça Neozelandesa, bem como, no Conselho Privado do Reino Unido, em Londres. Posteriormente, ele aplicou seu conhecimento e experiência em consultoria e contencioso, trabalhando por dois anos como advogado nos territórios britânicos no Caribe. Em 1998, retornou à Nova Zelândia para começar seu próprio escritório, Cone and Co., o qual se transformou em Cone Marshall Limited em 2007.

A trajetória de Geoffrey Cone o tornou um dos profissionais mais respeitados do mercado de trusts e gestão patrimonial internacional e, por esse motivo, algumas das mais bem sucedidas família do mundo, bem como as grandes instituições financeiras e escritórios de advocacia e consultoria, confiam a ele seu trabalho e seu patrimônio.

Presidente y tesorero del directorio

Geoffrey Cone es un destacado abogado en materia de trusts internacionales y planificación impositiva, y es el fundador y director principal de Cone Marshall Limited. El Sr. Cone es una respetada autoridad dentro de su industria, y como tal, ha compartido su vasto conocimiento y expertisse en publicaciones tales como “Trusts & Trustees”, “Rothschild Trust Review”, y “New Zealand Law Journal” entre otras.

Asimismo, ha contribuido con “the World Trusts Survey” e “International Trust Disputes” (ambas pertenecientes a la prensa de la Universidad de Oxford), “Law of Offshore Jurisdiction”, “International Trusts Guide” y “Trident Guide to International Trusts”. El sr. Cone comenzó su carrera como litigante en materia comercial y como asesor impositivo y en materia de trusts en la década de 1980. Como socio y presidente de socios de una destacada firma de Christchurch, su experiencia fue marcada por casos en todos los niveles en los juzgados neozelandeses como un destacado asesor y en el Consejo Privado de Londres.

Luego, el Sr. Cone tomó su vasta experiencia como litigante y asesor y la aplicó sirviendo como litigante en las Indias Occidentales Británicas por dos años. En 1998 regresó a Nueva Zelanda para constituir su propia firma: Cone and Co., la cual luego sería reconvertida en “Cone Marshall Limited” en el año 2007. La larga e ilustrativa carrera del Sr. Cone lo ha convertido en una figura principal en planificación impositiva y trusts internacionales, motivo por el cual algunas de las familias más acaudaladas del mundo, principales bancos y respetados abogados y asesores le han encargado a su firma sus trabajos y activos.

Claire Cooke

BA, LLB, TEP

Managing Director at Cone Marshall Limited
Barrister & Solicitor New Zealand

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.

Claudia Shan

LLB, BCom, TEP

Senior Partner at Cone Marshall Limited
Head of Legal and International Compliance
Barrister & Solicitor New Zealand

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. Claudia is recognised as a specialist and has been appointed for a second term to Law Association committees, namely, The AML/CFT Law Committee and the Trust Law Committee. 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, Tax Planning International and Trust & Trustees. Claudia also contributes to the New Zealand chapter of The Private Wealth & Private Client Law Review for the International Comparatives Legal Guide (ICLG).

Gerard Aquilina

BA, JD, LLM, STEP, ITPA

Of Counsel

Gerard Aquilina has had an extensive career spanning over 44 years in law, investment and private banking and he has worked in the US, Europe, Saudi Arabia and Brazil. He has held senior leadership positions at four global private banks including: CEO Merrill Lynch International Trust Company, CEO HSBC Private Bank for the Americas, Barclays Wealth Regional Head (and later Vice Chairman) for Europe, Middle East, Africa and Latin America, and most recently Vice Chairman UBS Global Emerging Markets where he was relationship manager for key clients. He earned his BA at Columbia University, a JD from The American University in Washington, DC and an LLM from the University of London. Gerard is a member of The Society of Trust and Estate Planners, the International Tax Planning Association.

Associates

BA, LLB, TEP

Director at Cone Marshall Limited

+ 64 9 967 2614

aneal@conemarshall.com

LLB, Pg Dip Bus, BA (Eco)

Associate
Barrister & Solicitor New Zealand

+ 64 9 394 8764

tgogia@conemarshall.com

BSoc Sc, LLB, LLM

Barrister & Solicitor New Zealand & Attorney (South Africa)

+ 64 9 967 2606

bwicks@conemarshall.com

Solicitors & Law Clerks

LLB, BSocSC

Solicitor
Barrister & Solicitor New Zealand

+ 64 9 300 7382

dcho@conemarshall.com

Solicitor

Barrister & Solicitor New Zealand

Lawyer (Argentina) 

+ 64 9 394 8764

pespindola@conemarshall.com

Compliance Officers

MBA, PGDipBus

Head of Global Compliance

+ 1 786 890 1775

pagrawal@conemarshall.com

BBA (Finance), Pg Dip Bus

Senior Compliance Officer

snageswaran@conemarsh

BBA, MBA Int Mgmt

Senior Compliance Officer

rshah@conemarshall.com

Cone Marshall Services Ltd

Auckland, New Zealand

MBA, PGDipBus (Accounting & Finance)

Senior Accountant

+ 64 9 394 9331

mhugar@conemarshall.com

Cone Marshall Swiss Trustees SA

Geneva, Switzerland

Sean Breslin

TEP

Managing Director
Sean joined our Swiss office in 2019 as Managing Director. He began his career in the fiduciary sector in 2003, and has since worked for international private Banks and held senior roles at reputed independent Trust companies. Sean has considerable operational and technical experience, servicing UHNW families from the Middle East, Africa, the United Kingdom and Latin America. Sean holds a degree in Finance and Business Law from Stirling University in Scotland, is a certified Trust and Estate Practitioner and holds the SACTM. He excels at resolving challenging international issues for his clients, whatever they might be. Sean was brought up in Geneva and is bi-lingual in English and French. Sean has a passion for beautiful cars, science and technology, and enjoys mountain climbing and skiing.

Tatiana Vinzia

TEP

Head of Trust Administration
Tatiana started her career in the trust industry back in 2001 with Barclays Trust in Geneva, where she stayed until 2017 as Trust Manager – Associate Director (under their new name, Zedra Trust Company). She is joining us from Integritas Trust/Trident Trust (formerly Santander Trust) in Geneva where she has been their Head of Administration since 2018. Tatiana is of Colombian origin and is a Swiss national. She is TEP qualified, speaks Spanish, English and French and brings with her extensive trust administration, managerial and client facing experience.

Cone Marshall Swiss Trustees SA

Lugano, Switzerland

Sean Breslin

TEP

Managing Director
Sean joined our Swiss office in 2019 as Managing Director. He began his career in the fiduciary sector in 2003, and has since worked for international private Banks and held senior roles at reputed independent Trust companies. Sean has considerable operational and technical experience, servicing UHNW families from the Middle East, Africa, the United Kingdom and Latin America. Sean holds a degree in Finance and Business Law from Stirling University in Scotland, is a certified Trust and Estate Practitioner and holds the SACTM. He excels at resolving challenging international issues for his clients, whatever they might be. Sean was brought up in Geneva and is bi-lingual in English and French. Sean has a passion for beautiful cars, science and technology, and enjoys mountain climbing and skiing.

CM Services UY S.A.

Montevideo, Uruguay

Ivan Martini

MCJ, TEP

Managing Director

Ivan Martini is the Managing Director of CM Services UY S.A. in Montevideo, Uruguay.

Martini is a STEP certified Argentine lawyer with a Masters Degree at NYU. Before joining Cone Marshall in Uruguay Martini worked as a Wealth Planning Advisor specializing in Latin America for the private banking divisions of Coutts & Co., Merrill Lynch, HSBC, Barclays and Julius Baer. He has held said positions in the Cayman Islands, Uruguay, the US and Switzerland, travelling regularly to all of Latin America. Martini´s working relationship with his clients’ legal and tax advisors provides him with extensive and updated knowledge of the Latin American regulatory framework, which proves vital at the time of finding the right estate planning solution for his clients.

Martini speaks five languages including Spanish, English, Portuguese, Italian and French.

Ivan Martini es Director Gerente de CM Services UY S.A. en Montevideo, Uruguay.

El Sr. Martini es un abogado argentino certificado por STEP con maestría en la Universidad de Nueva York. Previo a unirse a Cone Marshall en Uruguay, el Sr. Martini trabajó como asesor en planificación patrimonial, especializándose en Latinoamérica para divisiones de banca privada de Coutts & Co. Merrill Lynch, HSBC, Barclays y Julius Baer. Ha mantenido dichas posiciones en las Islas Caiman, Uruguay, Estados Unidos y Suiza, viajando regularmente por toda Latinoamérica.
Las relaciones entabladas por el Sr. Martini y los asesores legales e impositivos de sus clientes le han dado una vasto conocimiento y lo ha mantenido actualizado en materia de marcos regulatorios en Latinoamérica, lo que resulta vital a la hora de encontrar soluciones para sus clientes con respecto a temas de planificación patrimonial.

El Sr. Martini habla cinco lenguas, incluyendo español, inglés, portugués, italiano y francés.

Cone Marshall

Asunción, Paraguay

Teton Trust Company LLC

Jackson, Wyoming

New York, NY, USA – Representative Office

Miami, FL, USA – Representative Office

Katrina Robinson

Bar Admission: State of New York Admitida por el BAR en el Estado de Nueva York

CEO & Executive Director, Member, Board of Directors

Katrina Robinson is the CEO of the Cone Marshall Group and CEO of Teton Trust Company.

Previously, Katrina worked as a portfolio manager at the Royal Bank of Canada in New York City.

Katrina is admitted to practice law in New York. She is a member of the Society of Trust and Estate Practitioners (STEP) and is the Treasurer of the Wyoming STEP branch. She is a member of the International Tax Planning Association (ITPA) the New York City Bar, and the New York State Bar.

From Kingston, Jamaica, Katrina graduated from the Cardozo School of Law (J.D), the University of Cambridge (MPhil and Cambridge Trusts Scholar) and Princeton University (A.B.) She is also a graduate of Phillips Academy Andover.

Katrina is fluent in both Spanish and Portuguese.

CEO e Diretora, Teton Trust Company

Katrina Robinson é a CEO do Cone Marshall Group e CEO da Teton Trust Company.

Anteriormente, Katrina trabalhou como gestora de portfólio no Royal Bank of Canada, na cidade de Nova York.

Katrina é admitida para a prática da advocacia em Nova York. Ela é membro da Society of Trust and Estate Practitioners (STEP) e é a Tesoureira do ramo da STEP em Wyoming. Ela também é membro da International Tax Planning Association (ITPA), do New York City Bar e do New York State Bar.

Natural de Kingston, Jamaica, Katrina formou-se na Cardozo School of Law (J.D), na University of Cambridge (MPhil e Cambridge Trusts Scholar) e na Princeton University (A.B.). Ela também é graduada na Phillips Academy Andover.

Katrina é fluente em espanhol e português.

CEO y Directora Ejecutiva, Socia, Miembro del directorio.

Katrina Robinson es la CEO del Cone Marshall Group y CEO de la Teton Trust Company.

Anteriormente, Katrina trabajó como gestora de cartera en el Royal Bank of Canada en la ciudad de Nueva York.

Katrina está admitida para ejercer la abogacía en Nueva York. Es miembro de la Society of Trust and Estate Practitioners (STEP) y ocupa el cargo de Tesorera en la sección de STEP en Wyoming. También es miembro de la International Tax Planning Association (ITPA), del Colegio de Abogados de la Ciudad de Nueva York y del Colegio de Abogados del Estado de Nueva York.

Originaria de Kingston, Jamaica, Katrina se graduó en la Cardozo School of Law (J.D), en la University of Cambridge (MPhil y Cambridge Trusts Scholar) y en la Princeton University (A.B.). También es egresada de la Phillips Academy Andover.

Katrina habla fluidamente español y portugués.

Abbie Flaherty

LLB, BA, TEP

Director of Trustee Services, Member, Board of Directors
Abbie Flaherty is the Director of Trustee Services of Teton Trust Company, and a Board Director of Teton Trust Company. Abbie has worked for the Cone Marshall Group since 2012. In July 2019, she transferred from Cone Marshall Limited in Auckland, New Zealand to Teton Trust Company’s office in Jackson, Wyoming. Abbie is working towards New York State bar admission, having passed the New York Bar Exam in February 2020. Abbie is a Barrister and Solicitor in New Zealand where she holds a current practicing certificate and is a member of the New Zealand Law Society. She is a also a full member of the Society of Trust and Estate Practitioners. Abbie completed her conjoint degrees LLB/BA at the University of Canterbury in Christchurch in 2010, New Zealand, and spent her final semester at the University of Copenhagen, Denmark.

Board of Directors

Geoffrey Cone

President and Treasurer of the Board of Directors

Prior to forming TTC, Geoffrey Cone founded the law practice Cone Marshall Limited (“Cone Marshall”), then known as Cone and Co., in Auckland, New Zealand in 1998. Cone continues to serve as Principal of Cone Marshall and practices in the area of trust and tax planning.

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. Cone graduated from University of Otago, Dunedin, New Zealand with an LLB and honours, and a Post Graduate Diploma in Tax and Trust law with distinction.

David Harris

Chairman, Board of Directors

David Harris has over 40 years of practical experience in both law and investment banking, specializing in UK private and international business clients, as well as public companies. Early in his career, he practiced law for 12 years and became a partner in the London law firm of Nabarro Nathanson focusing upon taxation and property law.

After leaving Nabarros in 1982 he joined NM Rothschild & Sons Ltd., London investment bankers, where he pioneered the development of the Bank’s international trust business and lead this for the next 26 years. In 1985 he became a Fellow of the Institute of Taxation by thesis on the taxation of private companies.

In 1987 David was appointed to the main board of NM Rothschild & Sons Limited in London. He also served as a director of many other Rothschild Group companies outside the UK and worked with senior members of the Rothschild family. In the same year David was appointed the London CEO of the Rothschild Trust Group which became successful in Europe, the USA, Latin America, Asia and South Africa.

David became non executive in 2005 and was later appointed Chairman until his retirement in 2008.

Paolo Panico

Member, Board of Directors

Paolo Panico has experience in law and business as the Chairman of Private Trustees SA, an independent trust company based in Luxembourg. Panico, who speaks eight languages, is qualified as a solicitor in Scotland and as an “avocat à la Cour” in Luxembourg. He also serves as an adjunct law professor at the University of Luxembourg and the University of Liechtenstein, where he teaches international and comparative trust law.

In 2017 Panico was appointed Chairman of the STEP Europe Region and he became a Council Member of STEP as January 1st, 2021. Panico is a member of the International Academy of Estate and Trusts Law (TIAETL), Vice Chairman of the International Tax Planning Association (ITPA), and a council member of the Italian Trust Society (Associazione “Il Trust in Italia”).

Douglas Barnes

LLB, BA, TEP

Member, Board of Directors

Douglas Barnes is an attorney and member of the New York Bar. He has a focus on corporate law practice on early-stage companies and technology-related transactions. Before embarking on a career in law, Barnes had a fifteen-year career in the IT field that progressed from developing banking and accounting software to co-founding the security software company C2Net (now part of Red Hat). Prior to launching his own law firm in 2015, Barnes practiced corporate and technology transactions law at Sullivan and Cromwell, Milbank, and Gibson Dunn. Barnes grew up very close to Wyoming, in Fort Collins, Colorado, and maintains close connections to the area. Barnes received his J.D. from the University of Texas School of Law and also has a B.S. in Computer Science from Colorado State University and a B.A. in Humanities from the University of Texas at Austin.

Cone Marshall HK Ltd

Hong Kong

Ada Wai Shan NG

Managing Director Head of Greater China

Ada joined Cone Marshall HK office in 2022 as Chief Relationship Officer. She is responsible for business development and client relationships across Asia especially in HK and China.
Ada has worked in the finance industry and has a strong banking and insurance background specialized in business strategy and sales management. She has worked with clients and their advisors to find solutions to their wealth planning needs. She has over 20 years of experience in management positions including 15 years in the banking and finance industry. Her extensive experience includes she was the Chief Executive and Responsible Officer of Citi Insurance Brokers of Citibank (HK), Head of Cross Border Banking Services in Hang Seng Bank (HK) and Head of Cross Border Business Development in China Citic Bank International. Ada received her BSS from The University of Hong Kong, she holds a Diploma in Trust & Estate Planning from The Society of Business Practitioners in England and a Certificate of Occupational Competence in Estate Planning and Trust Management of the People’s Republic of China. Ada is fluent in Cantonese, Mandarin and English.

Rachel Lee

Trust Officer / Compliance Manager

Cone Marshall Trustees (Italia) Srl

Milan, Italy

Andrea Laurino

TEP

Managing Director

Alice Mutti

Office Manager

Cone Marshall Services (UK) Limited

London, UK

Matthew Gamman

Director

Matthew is a Director of Cone Marshall Services (UK) Limited, supervising operations for our UK licensed trust company: Davies Street Trustees Limited.

Experienced working in both New Zealand and Switzerland, Matthew is a qualified Legal Executive (NZ) specialising in private client and tax planning matters. He has strong experience managing bespoke and complex international wealth structures for UHNW individuals and families.

Prior to joining the firm, Matthew was a Trustee for an Autonomous Crown Entity in New Zealand and held governance positions for Non-Profit Organisations.

Matthew frequently travels to our Geneva office where he supports the team on sophisticated structures from across the globe.

Cone Marshall(BVI) Ltd

Road Town, British Virgin Islands

Ken Morgan

Director

Geoffrey Cone

Director

Cone Marshall

São Paulo, Brazil

Gabriela Castelano

LL.M

Managing Director

Gabriela is responsible for our operations in Brazil, acting as a liaison with the Cone Marshall Group. Graduated from State University of São Paulo (J.D. 2010), Insper – Instituto de Ensino e Pesquisa (LL.M. in Brazilian Taxation 2014) and Georgetown University Law Center (LL.M. in International Taxation 2016). Gabriela is admitted to practise law in Brazil and prior to joing the Group, she worked for top law firms in São Paulo and New York. Gabriela has substantial experience in the area of international tax and estate and wealth planning, mainly with Brazilian clients. She is fluent in Portuguese and English.

Representante no Brasil

Gabriela é responsável por nossas operações brasileiras, atuando como ponto de contato com o Grupo Cone Marshall. Formada em Direito pela UNESP – Franca (2010), pelo Insper – Instituto de Ensino e Pesquisa (LL.M. em Direito Tributário Brasileiro, 2014) e Georgetown University Law Center (LL.M. em Direito Tributário Internacional, 2016). Gabriela é advogada admitida na OAB-SP e, antes de se juntar ao Grupo, ela trabalhou em escritórios de grande prestígio em São Paulo e Nova Iorque. Gabriela tem vasta experiência nas áreas de tributação internacional, gestão e sucessão patrimonial. Ela é fluente em inglês.

Felipe Torres

LL.B

Trust Officer

Felipe Torres is a Brazilian qualified lawyer and is the trust officer for the Brazil team. Graduated from the Federal University of Sergipe– Sergipe (J.D. 2014), he is a member of the Brazilian Bar Association (“OAB”). He joined our New Zealand office in 2021 first as an office assistant and later as a Trust Officer, helping both Brazilian and US Teams. Prior to joining the Group, he was a partner in a law firm with specializations in Consumer, Real Estate, and Family Law. He is fluent in Portuguese and English.

Felipe Torres é um advogado brasileiro qualificado e é o trust officer da equipe do Brasil, ajudando na formação e manutenção de estruturas offshore. Graduado pela Universidade Federal de Sergipe – Sergipe (2014), é membro da Ordem dos Advogados do Brasil (“OAB”). Ele ingressou em nosso escritório na Nova Zelândia em 2021, primeiro como assistente de escritório e depois como Trust Officer, ajudando as equipes brasileiras e americanas. Antes de ingressar no Grupo, foi sócio de um escritório de advocacia com especializações em Direito do Consumidor, Imobiliário e Família.

Ele é fluente em inglês.

Ana Cláudia Ramos

LL.B

Business Development Associate

Ana Cláudia is the representative of Cone Marshall in Brazil, responsible for business development.

Ana Cláudia is a lawyer registered with the OAB/SP and has significant experience in the field of estate and succession planning, specializing in Brazilian legal consulting for high-net-worth individuals. Previously, she worked at one of the leading Wealth Advisory law firms in Brazil.

Born and raised in Recife, Pernambuco, she moved to São Paulo to continue her studies, where she completed her second postgraduate degree in Business Law at Fundação Getúlio Vargas – FGV Law. While still in Recife, she completed a postgraduate degree in Contemporary Civil Procedure at the Federal University of Pernambuco – UFPE, and she holds a degree in Law from the Catholic University of Pernambuco (Unicap) and in International Relations from Faculdade Damas (ARIC).

She is fluent in Portuguese, English, Spanish, and French.

Ana Cláudia é representante da Cone Marshall no Brasil, responsável pelo desenvolvimento do negócio.

Ana Cláudia é advogada inscrita na OAB/SP e tendo atuação relevante na área de planejamento patrimonial e sucessório, especializada em consultoria jurídica brasileira para indivíduos de alta renda. Anteriormente, trabalhou em um dos principais escritórios de advocacia de Wealth Advisory do Brasil.

Nascida e criada em Recife, Pernambuco, mudou-se para São Paulo, para continuar os estudos, onde realizou sua segunda pós-graduação em Direito Empresarial pela Fundação Getúlio Vargas – FGV Law. Ainda em Recife, concluiu pós-graduação em Processo Civil Contemporâneo pela Universidade Federal de Pernambuco – UFPE; sendo graduada em Direito pela Universidade Católica de Pernambuco (Unicap) e em Relações Internacionais pela Faculdade Damas (ARIC).

Fala Português, inglês, espanhol e francês.

Gabriela Cardoso

LL.B

Business Development Associate

Gabriela Cardoso is a representative of Cone Marshall in Brazil, responsible for business development.

She is a lawyer registered with the OAB/SP, with ten years of experience in the field of asset management and succession planning, both in Brazil and abroad, focusing on Brazilian legal consulting for high-net-worth individuals. Her professional experience includes roles as an associate lawyer in prestigious law firms in São Paulo and London.

With extensive practical experience, Gabriela enhanced her academic qualifications through the Legal English Program in London, UK, at the London School of English. She graduated in Law from the Faculty of Law at Faculdades Metropolitanas Unidas – FMU/SP.

Fluent in Portuguese and English, she also speaks German.

Gabriela Cardoso é representante da Cone Marshall no Brasil, responsável pelo desenvolvimento do negócio.

É advogada inscrita na OAB/SP, com dez anos de experiência na área de gestão patrimonial e planejamento sucessório, tanto no Brasil como no exterior, focado em consultoria jurídica brasileira para indivíduos de alta renda.

Sua experiência profissional contempla atuações como advogada associada em prestigiosos escritórios de advocacia em São Paulo e Londres. Com ampla experiência prática, Gabriela enriqueceu suas qualificações acadêmicas no Programa de Inglês Jurídico em Londres/UK, na London School of English. Formou-se em Direito pela Faculdade de Direito das Faculdades Metropolitanas Unidas – FMU/SP.

Fluente em português e inglês, além de falar alemão.

Geoffrey Cone

Fundador e Diretor Sênior, Cone Marshall Limited

Katrina Robinson

CEO e Diretora, Teton Trust Company

Dubai, UAE

Joy Lahoud

LLB, LL.M

Director

Joy joined the Cone Marshall group following 14 years’ experience as an attorney in the Middle East. Primarily a lawyer specialized in corporate law, Joy holds an LLB in civil law from Saint Joseph University in Beirut and an LL.M. from Cornell University in New York.

He has held positions in Lebanon, Washington DC (the “World Bank”), Dubai and Qatar and has worked for clients across GCC and Levant jurisdictions. He is a member of the Beirut Bar Association and the Society of Trust and Estate Planners.

Joy is Fluent in English, Arabic and French and enjoys identifying and resolving complex situations for his clients.

Mohanned Al-Kharafi

LLB, BA (Hons), MSc

Associate

Mohanned joined Cone Marshall in 2023 following 5 years’ experience in private equity based in London. As an Associate he specialised in commercial acquisitions & disposals, investment analysis, capital raising and early stage VC investment.

After graduating with a joint degree in Law & Business from the University of Warwick he went on to complete an MSc in Real Estate & Finance from Cass Business School. He is a member of the Coutts Client Council & a graduate of the Wharton Business School future leader programme.

Born in the UK with a background in the GCC Mohanned offers a unique blend of cultural and professional understanding.

Sean Breslin

TEP

Managing Director

Sean joined our Swiss office in 2019 as Managing Director. He began his career in the fiduciary sector in 2003, and has since worked for international private Banks and held senior roles at reputed independent Trust companies. Sean has considerable operational and technical experience, servicing UHNW families from the Middle East, Africa, the United Kingdom and Latin America. Sean holds a degree in Finance and Business Law from Stirling University in Scotland, is a certified Trust and Estate Practitioner and holds the SACTM. He excels at resolving challenging international issues for his clients, whatever they might be. Sean was brought up in Geneva and is bi-lingual in English and French. Sean has a passion for beautiful cars, science and technology, and enjoys mountain climbing and skiing.