In a recent interview with Hubbis, Geoffrey Cone, founder of the Cone Marshall Group, shared his perspective on the shifting priorities of ultra-high-net-worth (UHNW) families, emphasizing the growing importance of wealth protection, succession planning, and intergenerational legacy as global tax reforms and regulatory scrutiny continue to evolve.
Financial centers that offer transparency and innovation—particularly in areas like digital asset protection—are becoming increasingly attractive to UHNW clients. With rising wealth in regions such as Asia and the Middle East, and the next generation playing a more active role in financial decisions, the demand for digitally engaged, values-aligned planning solutions is on the rise.
Looking ahead, Cone Marshall Group is focused on delivering forward-thinking, personalized strategies that help families preserve and transition wealth across generations by aligning legal, fiduciary, and advisory expertise to navigate the complexities of global wealth structuring.