OUR TEAM
Cone Marshall Group
Geoffrey Cone
LLB, DP L (Hons), TEP, CTA
+ 1 510 935 8897
gcone@conemarshall.com
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.
Katrina Robinson
Bar Admission: State of New York
CEO & Executive Director, Teton Trust Company
krobinson@conemarshall.com
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), 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.
Katrina Robinson é responsável pelas operações nos Estados Unidos, pelo desenvolvimento de negócios e atua como ponto de contato com o Grupo Cone Marshall. Katrina é advogada admitida na New York Bar Association e trabalha há anos com clientes pessoas físicas, famílias e family offices. Anteriormente à carreira jurída, ela trabalhou como gerente de portfólio de um time internacional de wealth management do Royal Bank of Canada em Nova Iorque. Nascida em Kingston, na Jamaica, Katrina se formou na Universidade de Princeton, na Universidade de Cambridge e na Cardozo School of Law. Ela é fluente em inglês e espanhol e fala português.
Katrina Robinson es responsable de operaciones de negocios en los Estados Unidos, desarrollo de negocios, y actúa como nodo del grupo Cone Marshall.
La Sra. Robinson es una abogada con matrícula habilitante para practicar derecho en Nueva York. Ha trabajado con Family Offices y clientes privados. Previo a sus estudios de derecho, trabajó como administradora de carteras con un equipo de administración de patrimonio internacional en el Royal Bank of Canada en la Ciudad de Nueva York. Proveniente de Kingston, Jamaica, se graduó en la Universidad de Princeton, Universidad de Cambridge y facultad de Derecho de Cardozo de Nueva York.
Habla español y portugués.
Cone Marshall Ltd
Auckland, New Zealand
Partners
Claire Cooke
BA, LLB, TEP
Managing Director at Cone Marshall Limited
Barrister & Solicitor New Zealand
+64 9 967 2607 or +64 9 307 3950
ccooke@conemarshall.com
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.
Directors
Alexandra Neal
BA, LLB, TEP
Director at Cone Marshall Limited
+ 64 9 967 2614
aneal@conemarshall.com
Brent Wicks
BSoc Sc, LLB, LLM
Director at Cone Marshall Limited
+ 64 9 967 2606
bwicks@conemarshall.com
Associates
Tani Gogia
LLB, Pg Dip Bus, BA (Eco)
Senior Associate
Barrister & Solicitor New Zealand
+ 64 9 394 8764
tgogia@conemarshall.com
Marijke Taylor
LLB
Senior Associate
Attorney (South Africa)
+ 64 9 300 5106
mdtaylor@conemarshall.com
Solicitors & Law Clerks
David Bongkuk Cho
LLB, BSocSC
Solicitor
Barrister & Solicitor New Zealand
+ 64 9 300 7382
dcho@conemarshall.com
Patricia Espindola
Solicitor
Barrister & Solicitor New Zealand
Lawyer (Argentina)
+ 64 9 394 8764
pespindola@conemarshall.com
Compliance Officers
Pulkit Agrawal
MBA, PGDipBus
Head of Global Compliance
+ 1 786 890 1775
pagrawal@conemarshall.com
Richa Shah
BBA, MBA Int Mgmt
Senior Compliance Officer
+ 1 (307) 201-5275 ext. 14
rshah@conemarshall.com
Shamali Nageswaran
BBA (Finance), Pg Dip Bus
Compliance Manager
+64 9 307 3950
snageswaran@conemarshall.com
Cone Marshall Services Ltd
Auckland, New Zealand
Ian Taylor
B.Com, AT
Senior Manager
+ 64 9 909 1895
itaylor@conemarshall.com
Chantell Taylor
B.Com, AT
Senior Manager
+ 64 9 300 7377
ctaylor@conemarshall.com
Henry Taylor
B.Com (Accounting)
Senior Accountant
+ 64 9 307 3950
htaylor@conemarshall.com
Minal Hugar
MBA, PGDipBus (Accounting & Finance)
Senior Accountant
+ 64 9 394 9331
mhugar@conemarshall.com
Cone Marshall Swiss Trustees SA
Geneva, Switzerland
Sean Breslin
TEP
+41 22 566 26 09
sbreslin@conemarshall.com
Tatiana Vinzia
TEP
Director – Head of Administration
+41 22 566 28 79
tvinzia@conemarshall.com
Narda Hochwahr
TEP
+41 22 566 28 49
nhochwahr@conemarshall.com
Stéphanie Boudier
TEP
+41 22 566 28 77
sboudier@conemarshall.com
Younes Hallaoui
TEP
+41 22 566 28 72
yhallaoui@conemarshall.com
Cone Marshall Swiss Trustees SA
Lugano, Switzerland
Sean Breslin
TEP
+41 22 566 26 09
sbreslin@conemarshall.com
Cone Marshall Swiss Services SA
Zurich, Switzerland
Bruno Fuchs
Special Advisor to Cone Marshall
+41 44 441 72 50
bfuchs@conemarshall.com
Bruno Fuchs is a Special Advisor to Cone Marshall and heads the representative office in Zurich. His focus is on international marketing and conference participation.
Bruno brings over 40 years of Private Banking and Client Relationship Management in well-known institutions. His extensive international experience, especially in Latin America and Europe, has equipped him with a unique talent to maintain client relationships while continuously connecting and expanding Cone Marshall’s relationship with new families. During his career, he has gained extensive understanding of Trust structures and HNWI generational planning.
Bruno’s career began with a banking apprenticeship in Zurich. He has continued to hone his expertise to remain up-to-date with the changing world of private banking. His management success over the decades has allowed him to put people first.
Bruno grew up in Zurich but has lived in countries such as India, France, United States of America and Mexico. He is fluent in written and spoken German, French, English, Italian and Spanish.
CM Services UY S.A.
Montevideo, Uruguay
Agustina Loinaz
Dra, LLM
Managing Director
+ 598 2518 2912
aloinaz@conemarshall.com
Agustina Loinaz D’Isabella is the Managing Director of Cone Marshall’s office in Uruguay. In 2022, after being an external advisor for Cone Marshall, she joined the firm as an in-house counsel, taking on the role of Head of Business Strategy for Latin America.
In 2010, she worked at the International Court of Arbitration of the International Chamber of Commerce in Paris, where she was involved in numerous international arbitration proceedings. Until 2015, she was a partner at ALS Abogados in Uruguay, and in 2013, she co-founded LOINAZ LUSSICH Free Zone Advisors. In 2017, she co-founded the medical company Cannapur, which was acquired in 2019 by a pharmaceutical company listed on the Toronto Stock Exchange.
She earned her Doctor of Law degree from the Universidad de Montevideo in 2010 and became a member of STEP (Society of Trust and Estate Practitioners) in 2024. Her professional focus has been on the development and management of investment projects across various sectors in Uruguay.
Agustina is a native Spanish speaker and fluent in English.
Ivan Martini
MCJ, TEP
Of Counsel
+ 598 2518 2912
imartini@conemarshall.com
Iván Martini is currently Of Counsel to Cone Marshall in Montevideo, Uruguay. From 2016 to 2025 Ivan was the Managing Director of Cone Marshall Uruguay.
Before joining Cone Marshall Iván 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 held those positions in the Cayman Islands, Uruguay, the US and Switzerland, travelling regularly across Latin America.
Ivan is a STEP certified Argentine lawyer with a Masters Degree from New York University.
Ivan speaks five languages including Spanish, English, Portuguese, Italian and French.
Ignacio Aberastain Diz
LLM
Latin America Business Manager and Head of Legal Services
+ 598 2518 2912
iaberastain@conemarshall.com
Ignacio Aberastain Diz works as Latin America Business Manager for Latin America and as Head of Legal Services in Uruguay. As Business Manager he is in charge of proposing Latin America business strategy to Cone Marshall’s Directors and executing it. Ignacio supports the group’s different offices by managing relationships with clients and intermediaries with Latin American connections. As Head of Legal Services, he supervises Uruguay’s legal team and drafts and reviews legal documents related to Cone Marshall’s role as trustee and administers the day-to-day life of the company’s structures.
He has 10-year experience in Argentine top-tier Law Firms (Allende & Brea, Marval O’Farrell & Mairal, and Brons & Salas). Eight of those as an associate in Tax Law Departments, where he focused on international trusts and estate planning for multinational families, tax law advice on cross-border transactions for legal entities from various industries (e.g., mining, agribusiness, banks, fintech, technology, pharma).
He is admitted to practice law in Argentina and eligible for the NY Bar exam. Affiliated to the City of Buenos Aires Bar Association, the Argentine Branch of the International Fiscal Association (Asociación Argentina de Estudios Fiscales), and STEP.
Ignacio is Argentine and holds double citizenship with Spain. He earned his law degree at Universidad Austral, Argentina, he degree as a Tax Law Specialist fromABD, Universidad de Buenos Aires, Argentina, his Masters of Law from the University of Illinois at Urbana-Champaign, USA, where he got a scholarship for the College of Law and graduated top third of his class. He was also awarded the CALI Award for Excellence in the Study of Contract Law (highest grade) in the Fall Semester. Ignacio is a native Spanish speaker and fluent in English.
Luis Alberto Lussich
Cr, LLM, CPA
Finance Manager
+ 598 2518 2912
llussich@conemarshall.com
Juan Ignacio Miraglia
Ugrad (Econ)
Chief Financial Officer
+ 598 2518 2912
jmiraglia@conemarshall.com
Gaston Lariau
Cr, LLM, CPA
Finance Officer
+ 598 2518 2912
glariau@conemarshall.com
Ligia Sosa
Finance Manager
+ 598 2518 2912
lsosa@conemarshall.com
Paola Scorza
Billing & Debtors
+ 598 2518 2912
pscorza@conemarshall.com
Cone Marshall HK Ltd
Hong Kong
Ada Wai Shan NG
Managing Director
Head of Greater China
+852 3622 2195
ang@conemarshall.com
Ms. Ada Ng serves as the Managing Director and the Head of the Asia region. She is responsible for business and customer relations in Asia, particularly in mainland China, Hong Kong, Taiwan, and Singapore.
Ada has 20 years of experience in senior management in the financial industry, including serving as the CEO of Citibank Insurance Broker of Citibank (Hong Kong), as well as the head of cross-border banking at Hang Seng Bank (Hong Kong).
She holds a Diploma in Trust and Estate Planning issued by the British Business Practitioners Association, as well as a Certificate of Professional Competence in Estate Planning and Trust Management from the People’s Republic of China and teaches in the Family Office program at the University of Hong Kong.
Ada obtained a bachelor’s degree from the University of Hong Kong. Ada is fluent in Mandarin, Cantonese and English.
Chung O
Regional Legal and Operations Director
+852 3622 2120
chungo@conemarshall.com
Mr. Chung Yin O (Chung) serves as the Regional Legal and Operations Director of the Hong Kong and Singapore office of the Cone Marshall Group.
Chung has been in the offshore trust industry for more than 25 years; having worked in Canada, Bermuda, Hong Kong, Singapore, and Dubai. Chung has extensive experience in establishing and managing trusts and corporate structures for private clients, where there was a focus on wealth planning in cross border environments, especially in tax issues in the United States or Canada.
Chung is admitted to the Bar of California, USA and Ontario, Canada. Chung is also a qualified CPA in Washington, USA and Alberta, Canada.
Chung is a full member of the Society of Trust and Estate Practitioners. Chung is a native of Hong Kong and is fluent in Cantonese and Mandarin
Alex Ni
Business Development Director
+852 3622 2120
ani@conemarshall.com
Mr. Alex Ni serves as the Business Development Director for the China region. He is responsible for business development and customer relations in the China region.
Alex has over 20 years of work experience in the financial industry, having served as the head of private wealth business at Standard Chartered Bank and HSBC.
He holds the Certified Financial Planner (RFP) certification from the United States and the Financial Planner (AFP) certification from the China Financial Planner Standards Committee.
Alex obtained a master’s degree from the University of Southampton in the UK. He is Fluent in English, Mandarin and Cantonese.
Yiwen (Mary) Huang
Solicitor (New Zealand)
+852 3622 2192
mhuang@conemarshall.com
Ms. Mary Huang is a practising New Zealand Solicitor at Cone Marshall’s Hong Kong office. She is responsible for the set up and administration of trusts across various jurisdictions offered by Cone Marshall, in particular New Zealand Foreign Trusts
Before joining Cone Marshall and moving to Hong Kong, Mary worked at a well-known trustee company and subsequently a law firm in New Zealand, practising in the area of Trusts and Estates. She has provided professional consulting and one-on-one services on trust establishment, operation, and asset allocation for high-net-worth clients.
Mary holds a practicing certificate issued by the New Zealand Law Society and is enrolled as a Solicitor and Barrister of the High Court of New Zealand.
Mary holds a conjoint Bachelor of Laws and Bachelor of Arts degree from the University of Auckland. She can speak English, Cantonese and Mandarin.
Maggie Mao
Trust Manager
+852 3622 2192
mmao@conemarshall.com
Maggie Mao is the Trust Manager at Cone Marshall Hong Kong Office. She is responsible for maintaining close contact with Asian clients, establishing and managing American foreign grantor trust and domestic trust for these clients, and providing professional, safe, and effective advice on client’s wealth protection and inheritance planning.
Maggie obtained a Master’s degree in law (LL.M.) from New York University and a Bachelor’s degree in Civil and Commercial Law (LL.B.) from East China University of Political Science and Law.
She has passed the PRC Bar and the New York Bar (admission pending).
Educated in Shanghai and New York, Maggie is fluent in both Mandarin and English.
Kitty Hui
Office Manager – HK & SG
+852 3622 2191
khui@conemarshall.com
Fiona Wong
Finance Manager – HK & SG
+852 3622 2192
fwong@conemarshall.com
Emily Chiu
Company Secretarial and Trust Officer
+852 3622 2120
echiu@conemarshall.com
Ms. Emily Chiu serves as the Company Secretarial and Trust Officer at Cone Marshall. Emily is responsible for managing all company secretarial matters of Hong Kong companies, including company incorporation, corporate changes, bank account opening etc. She also works closely with the compliance team on company secretarial and compliance matters in other jurisdictions. Apart from that, Emily also supports the lawyers on trust administration matters.
Prior to joining Cone Marshall, Emily worked in the Company Secretarial Department of a multinational conglomerate where she handled a full spectrum of company secretarial matters in private companies. She had also worked in the in-house legal department of a global retail brand handling corporate governance and legal operations matters of companies in APAC regions.
Emily holds a Bachelor of Laws and Masters in International Business from the University of East Anglia and University of Warwick. She is currently pursuing a Master’s degree in Corporate Governance to obtain a Chartered Secretary qualification.
Emily is native in Cantonese and fluent in Mandarin and English.
Cone Marshall Trustees (Italia) Srl
Milan, Italy
Andrea Laurino
TEP
Managing Director
+39 02 800 123 79
alaurino@conemarshall.com
Andrea Laurino is a seasoned professional with 16years experience within the private client and Trust industry at multijurisdictional level. He is TEP qualified (Trust Estate Practitioner) and he is currently holding the position of Managing Director at Cone Marshall Trustees (Italia) Srl by bringing a unique blend of leadership, strategic vision, and deep industry knowledge to his role.
With a career spanning of almost two decades, Andrea has established himself as a trusted advisor and leader within the international trust and fiduciary services arena. His expertise encompasses a wide range of areas including estate planning, wealth preservation, corporate structuring, cross-border transactions, Trust set up and management & attending international events.
Throughout his career, Andrea has built strong relationships with clients, colleagues, and industry stakeholders, earning a reputation for integrity, professionalism, and reliability. He is known for his strategic thinking, attention to detail, and ability to navigate complex regulatory landscapes with ease.
Prior to joining Cone Marshall Trustees, Andrea held senior positions at leading financial institutions where he honed his expertise in trust administration, asset protection, and tax planning strategies. He is also an active member of the STEP association.
Andrea holds a degree in Marketing for the financial industry and continues to stay abreast of the latest developments and trends in the financial and trust management industry.
As Managing Director of Cone Marshall Trustees (Italia) Srl, Andrea is committed to delivering tailored solutions that meet the unique needs and objectives of each client while upholding the highest standards of professionalism and integrity. He is dedicated to guiding clients through every stage of their wealth management journey, helping them achieve their long-term financial goals and secure a legacy for future generations.
Franco Moliné
Sr Trust Officer / Head of Legal Services
+39 02 800 123 79
fmoline@conemarshall.com
Franco Moliné is Head of Legal Services at Cone Marshall Group, specializing in international wealth planning and trust structuring. He advises high-net-worth individuals and families on the establishment, management, and restructuring of complex cross-border structures for succession, tax, and asset protection purposes. His work involves close coordination with fiduciaries, private banks, legal counsels, and tax advisors to implement compliant and effective planning strategies tailored to each client’s personal, family, and business objectives.
Before joining Cone Marshall, Franco was an associate at Bruchou in Buenos Aires, where he spent three and a half years working across the corporate and tax departments, with a strong focus on private client and wealth planning matters.
Franco earned his law degree from the University of Buenos Aires in July 2015 and was admitted to practice by the Colegio Público de Abogados de la Ciudad de Buenos Aires in 2016. He is also a full member of the Society of Trust and Estate Practitioners (STEP), the leading global professional association for practitioners specializing in trusts and estates.
Originally from Argentina, Franco is fluent in Spanish and English, and has a working knowledge of Italian.
Giada Zerbi
Junior Trust Administrator
+39 02 800 123 79
gzerbi@conemarshall.com
Alice Mutti
Junior Trust officer & Personal Assistant
+39 02 800 123 79
amutti@conemarshall.com
Cone Marshall Services (UK) Limited
London, UK
Matthew Gamman
Director
+44 (0) 77 0724 8806 (UK) +41 78 676 42 27 (CH)
mgamman@conemarshall.com
Matthew Gamman is the Director of Cone Marshall Services (UK) Limited where he oversees operations for our UK trust and corporate service provider, Davies Street Trustees Limited. In addition to his leadership role within the Cone Marshall Group, Matthew contributes his expertise to the International Tax Planning Association (ITPA) serving as Board Secretary.
With a professional background that spans across New Zealand, Switzerland and the United Kingdom, Matthew is a qualified Legal Executive (NZ) and a member of the New Zealand Institute of Legal Executives (NZILE).
Before joining Cone Marshall, Matthew was a Trustee for an Autonomous Crown Entity in New Zealand and held governance positions with Non-Profit Organisations. His extensive experience in managing bespoke and complex international wealth structures makes him a trusted advisor to UHNW individuals, families, and family offices across the globe.
Matthew is also a key player in our Geneva office, where he frequently travels to advise the team on sophisticated cross-border structures.
Caroline Vardi
Business Development Co-ordinator
+44 7311 705135
cvardi@conemarshall.com
Saphron Reid
Trust Officer
+44 (0) 203 178 7191
sreid@conemarshall.com
Johnny Cotton
Special Advisor
jcotton@conemarshall.com
Cone Marshall(BVI) Ltd
Road Town, British Virgin Islands
Ken Morgan
Director
+1 284 494 8445
Cone Marshall
São Paulo, Brazil
Ana Cláudia Ramos
LL.B
Brazil Business Manager
+55 11 99679 3838
aramos@conemarshall.com
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
Brazil Business Manager
+55 11 98965 9397
gcardoso@conemarshall.com
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.
Dubai, UAE
Joy Lahoud
LLB, LL.M
Director
+ 971 50 224 7108
jlahoud@conemarshall.com
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
+ 971 50 687 7355
malkharafi@conemarshall.com
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
Head of Europe & Middle East
+41 22 566 26 09 (Geneva)
sbreslin@conemarshall.com
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.
Singapore
Ada Wai Shan NG
Managing Director
+852 3622 2195
ang@conemarshall.com
Ms. Ada Ng serves as the Managing Director and the Head of the Asia region. She is responsible for business and customer relations in Asia, particularly in mainland China, Hong Kong, Taiwan, and Singapore.
Ada has 20 years of experience in senior management in the financial industry, including serving as the CEO of Citibank Insurance Broker of Citibank (Hong Kong), as well as the head of cross-border banking at Hang Seng Bank (Hong Kong).
She holds a Diploma in Trust and Estate Planning issued by the British Business Practitioners Association, as well as a Certificate of Professional Competence in Estate Planning and Trust Management from the People’s Republic of China and teaches in the Family Office program at the University of Hong Kong.
Ada obtained a bachelor’s degree from the University of Hong Kong. Ada is fluent in Mandarin, Cantonese and English.
Chung O
Regional Legal and Operations Director
+852 3622 2120
chungo@conemarshall.com
Mr. Chung Yin O (Chung) serves as the Regional Legal and Operations Director of the Hong Kong and Singapore office of the Cone Marshall Group.
Chung has been in the offshore trust industry for more than 25 years; having worked in Canada, Bermuda, Hong Kong, Singapore, and Dubai. Chung has extensive experience in establishing and managing trusts and corporate structures for private clients, where there was a focus on wealth planning in cross border environments, especially in tax issues in the United States or Canada.
Chung is admitted to the Bar of California, USA and Ontario, Canada. Chung is also a qualified CPA in Washington, USA and Alberta, Canada.
Chung is a full member of the Society of Trust and Estate Practitioners. Chung is a native of Hong Kong and is fluent in Cantonese and Mandarin
Andy Tsang
Business Development Director
+ 65 98556511
atsang@conemarshall.com
Andy serves as the Business Development Director for Singapore, responsible for business development and customer relations in the Asia region.
With over 30 years of experience in real estate and asset management, Andy brings a deep understanding of investment lifecycle, governance and multi-jurisdictional asset structuring, which compliments his fiduciary role.
Andy holds the Master of Management in Logistics and Operations Management, Macquarie University. Australia and the Bachelor of Science in Land Management, Hong Kong Poly University, Hong Kong
He is fluent in Mandarin and Cantonese and English.
Alvin Lai
Trust Counsel
+65 93888611
alvinlai@conemarshall.com
Alvin Lai is the Executive Director and Resident Manager of Cone Marshall SG Trustees in Singapore. Alvin is proficient in estate planning and trust restructuring management and is also responsible for overseeing the KYC and AMLCFT compliance matters of trust entities in Singapore.
With over 15 years of experience in the trust industry, Alvin hails and trains in both financial institutions and private trust companies on various structuring techniques and its operations. Meanwhile, Alvin has also dwelled in the compliance role, overseeing the onboarding and periodically reviewing trust mandates. As the compliance gatekeeper, Alvin ensures that the operations of the Trust Company remain strictly compliant and is the main liaison person to the Regulators. Alvin is also experienced in remediation of the Trust mandates whilst also acting as the STRO
Alvin studied Law at Cardiff University and subsequently pursued a postgraduate degree majoring in Criminology and Criminal Justice after which Alvin served the law courts in Cardiff. He is an established estate planner having both trained and delivered courses with the AEPP and further hone and advance his trust knowledge with WMI and IBF Singapore. Alvin is a qualified will writer with The Society of Will Writers, UK.
Alvin is multilingual and is fluent in English, Malay, Cantonese and conversant in Indonesian and Mandarin.
Vincent Wong
Trust Counsel
+ 65 82015605
vwong@conemarshall.com
Mr. Vincent Wong serves as Trust Counsel at Cone Marshall Singapore, where he specializes in trust, estate, and fiduciary matters. He advises on the establishment, administration, and regulatory compliance of private trusts, working closely with clients and stakeholders across multiple jurisdictions.
Prior to joining Cone Marshall, Vincent held positions at Credit Suisse, TMF Group and Precepts Group where he was responsible for the structuring and administration of private trusts as well as corporate governance and secretarial matters for high-net-worth clients and their entities.
He is admitted as an Advocate and Solicitor of the High Court of Malaysia and is a Full Member (TEP) of the Society of Trust and Estate Practitioners (STEP). He is also a qualified Chartered Secretary (ACS) in Singapore.
Vincent holds a Bachelor of Laws (LLB) from the University of Liverpool and a Master of Laws (LLM) from the National University of Singapore. He is fluent in English and Bahasa Malaysia.
Kitty Hui
Office Manager – HK & SG
+852 3622 2191
khui@conemarshall.com
Fiona Wong
Finance Manager – HK & SG
+852 3622 2192
fwong@conemarshall.com
Madrid, Spain
Ana García
Managing Director
+34600914553
anagarcia@conemarshall.com
Ana García is the Managing Director of Cone Marshall Iberia. She began her professional career at Uría y Menéndez in the Financial Services and Banking Regulation department. In 2015, she joined Baker & McKenzie as a partner to lead the Banking Regulation and Financial Services and Fintech practice area. Besides being the youngest partner ever appointed, she was chosen as a member of the Global Steering Committee for Fintech and FSR.
In 2019, she joined the Kutxabank Group as General Secretary and Head of the Legal Department of the Kutxabank Group. She is an adjunct professor at the Instituto de Empresa and directs several executive master’s programs at IE and CEU.
She was selected as a “Woman to Watch” by PwC’s 2021 program and received a CFA Institute Global Scholarship as a Woman Leader to pursue the CFA. Simultaneously, she assumed the academic direction of two executive programs in fintech and financial services at the Instituto de Empresa. A reference in the financial sector, she belongs to the advisory boards of numerous leading fintech companies in Spain and abroad, such as Fintech Valley, Geodb, and Card-Dynamics, among others.
She is an academic member of the Chartered Institute for Securities & Investment, a founding partner of the Spanish Chapter of ELTA, and a regular contributor to numerous publications. She balances her professional development with her activities as a business angel and strategic advisor.
San Marino
Lisa Avey
Managing Director