What We Do
Our expertise is in advising on, establishing and managing structures to hold international property for our clients, to protect their assets, and provide for a family’s stability, governance, and succession.
What We Do
Private Wealth Planning
Cone Marshall offers diverse management structures for wealth and property, including real estate, art, aircraft, businesses, collections, bank accounts, and financial investments.
Cone Marshall provides trustee and related services in New Zealand, Switzerland, Uruguay, Hong Kong, England, Italy, and Wyoming, USA. These services involve the formation of companies, foundations, funds, and partnerships in a variety of jurisdictions.
Trusts: Establishment & Management
Cone Marshall specialises in establishing and managing both simple and complex trusts for clients all over the world. We understand how to respond to the full range of facts that may motivate a family to establish a trust.
Cone Marshall has a special understanding of the unique needs and cultures of high net-worth families, which allows us to align their interests with their goals in a way that will best benefit them and their loved ones for generations to come.
Once we have helped a client identify their specific goals and objectives, we work closely with them to develop the necessary documentation for structure and governance and suggest the best practices for day-to-day management.
As we are sensitive to the particular needs of global families, a key part of the service we provide is working to regularise our clients’ positions so that they are fully compliant with all international laws and regulations. Cone Marshall itself adheres to and meets its compliance and regulatory obligations, and we pride ourselves on our ability to ensure that our clients’ structures do the same.
Cone Marshall’s teams are trained and qualified to fulfill fiduciary duties in an array of languages, in jurisdictions around the world, including the United States, United Kingdom, New Zealand, South America, Asia, and Europe. We strive to carry out these duties our clients entrust to us in a way that supports each individual or family’s needs and circumstances.
Residency & Citizenship
Cone Marshall offers high level consultancy in the field of immigration in New Zealand, Europe, and the Caribbean. Through our experienced lawyers, immigration advisors and network of specialist consultants, we work with high net-worth individuals and families to provide tailored advice and service that would ultimately lead to a second residency and or citizenship in the jurisdiction of choice. Our immigration advisors work with our clients to simplify their application process, assist with documenting their financial history, and providing evidence of their business experience and ownership of funds as part of their investor visa applications.
Once an application is approved, we provide further guidance and assistance with tax and estate planning prior to settlement in their new place of residence.
For further information on our immigration practice and visa programs, please contact visas@conemarshall.com
Through the Active Investor Plus Category, applicants have the opportunity to acquire New Zealand residency and, after a period of five years, become eligible for New Zealand citizenship. While New Zealand does not offer a direct and immediate citizenship by investment program, permanent residency in the country is granted indefinitely.
The visa category aims to encourage direct investment in New Zealand companies, utilising a weighting system for both direct and indirect investments.
The different types of investments in the Active Investor Plus Category are assigned individual weightings according to their contribution to the New Zealand economy. Depending on their active investments, prospective applicants are required to invest a minimum amount ranging from NZD 5 million to NZD 15 million.
Furthermore, applicants must retain the total investment in the country for a minimum of four years and be at least 117 days physically present in New Zealand.
For more information and advice on Italian residency and visa applications, please contact visas@conemarshall.com
Italy offers two visas under its residence by investment program. Under the Italian Investor Visa Program applicants can choose to either invest in Italian government bonds (EUR 2 million), Italian shares (EUR 500,000) or Italian shares of innovative start-ups (EUR 250,000). Under this visa, applicants also have the option of donating EUR 1 million to fund Italian projects related to Italy’s culture, education, research, and development.
Under the Elective Residence Program, applicants can reside in Italy if they have the financial means to support themselves without working.
To qualify for this visa, applicants must have sufficient financial resources (usually a minimum of EUR 31,000 per year for single applicants and EUR 38,000 if a spouse is included in the application), proof of accommodation in Italy (purchase or lease) and proof of health insurance.
For more information and advice on Italian residency and visa applications, please contact visas@conemarshall.com
The residency-by-investment program known as the Greece Golden Visa provides a pathway for non-EU citizens to acquire Greek residency through various investment options, including real estate.
Upon meeting the program’s criteria, participants are granted a five-year residency permit in exchange for an investment of either €250,000 or €500,000 depending on the type and location of the investment. Applicants also have the flexibility to include their family members in the program.
Furthermore, apart from enjoying the privilege of residing in Greece, participants are granted visa-free travel across the Schengen region.
There are no mandatory requirements for applicants to spend a specific number of days in Greece during the year and as long as the investment or real estate remains under the applicant’s ownership, the residence permit can be renewed indefinitely.
If applicants ultimately choose to live in Greece, then after seven years of continuous residence, they will be eligible to apply for Greek citizenship.
For more information and advice on Italian residency and visa applications, please contact visas@conemarshall.com