OUR TEAM
Cone Marshall Ltd
Auckland, New Zealand
Partners
Geoffrey Cone
LLB, DP L (Hons), TEP, CTA
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.
Directors
Alexandra Neal
BA, LLB, TEP
Director at Cone Marshall Limited
Brent Wicks
BSoc Sc, LLB, LLM
Director at Cone Marshall Limited
Associates
LLB, Pg Dip Bus, BA (Eco)
Associate
Barrister & Solicitor New Zealand
Solicitors & Law Clerks
Solicitor
Barrister & Solicitor New Zealand
Lawyer (Argentina)
Compliance Officers
Cone Marshall Services Ltd
Auckland, New Zealand
Cone Marshall Swiss Trustees SA
Geneva, Switzerland
Sean Breslin
TEP
Tatiana Vinzia
TEP
Cone Marshall Swiss Trustees SA
Lugano, Switzerland
Sean Breslin
TEP
CM Services UY S.A.
Montevideo, Uruguay
Ivan Martini
MCJ, TEP
Of Counsel
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 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.
Cone Marshall Trustees (Italia) Srl
Milan, Italy
Andrea Laurino
TEP
Managing Director
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
Head Of Legal Services
Provides advice to clients on Trust structures, handles cases, prepares budgets, provides case status reports. Provides support to the legal team over complex legal matters and legal issues that require in-depth analysis rather than immediate action.
He develops Italy & Latin America synergy Coordination: Advising on legal structures that may benefit clients from both jurisdictions and immigration services. Legal work supervision: Supervising day-to-day work for structures where he is Relationship Manager or Main Contact and for other structures, as needed. Regulatory oversight: Providing legal insights on broader compliance and governance matters with Compliance team.
Cone Marshall Services (UK) Limited
London, UK
Matthew Gamman
Director
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.
Cone Marshall(BVI) Ltd
Road Town, British Virgin Islands
Cone Marshall
São Paulo, Brazil
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.
Dubai, UAE
Joy Lahoud
LLB, LL.M
Managing 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.
Singapore
Ada Wai Shan NG
Managing Director
Ms. Ada Ng serves as Managing Director and Head of Greater China. She is responsible for business development and client relations in Asia, specifically in Mainland China, Hong Kong, Taiwan and Singapore. Ada has over 20 years of experience in senior management position in the financial industry. She obtained a bachelor’s degree from the University of Hong Kong and hold a diploma in trust and estate planning from the British Association of Business Practitioners. She is a member of the British International Trust and Estate Planning Society (STEP), an authoritative academics organization in the oversea family trust industry, and a member of the People’s Republic of China Estate Planning and Certificate of Professional Competence in Trust Management. Ada is the speaker for Family Office Management programme in The University of Hong Kong.
Andy Tsang
Business Development Director
Mr. Andy Tsang is responsible for business development and customer relations in Singapore. Mr. Tsang has over 25 years of experience in asset management industry and possesses extensive knowledge and experience in portfolio management, investment management, asset management, etc. He obtained a master’s degree from Macquarie University of Australia. Mr. Tsang is a part-time lecturer with local university and polytechnics in Singapore and had been worked at the multinational corporations in Hong Kong and China.
Alvin Lai
Trust Counsel
Mr Alvin Lai serves as the Legal Consultant. Having studying law in Cardiff University and majoring in Criminology and Criminal Justice, Alvin is legally trained and ventured into the Trust industry after globetrotting in his initial legal career. With over 15 years of Trust industry under his belt and climbing, Alvin is well versed in estate planning and trust restructuring including administration. Alvin also helms the Compliance seat in overseeing KYC and AMLCFT matters.
Madrid, Spain
Ana García
Managing Director
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
Geoffrey Cone
LLB, DP L (Hons), TEP, CTA
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.