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 have enabled it to respond to the full range of facts that may motivate a family to establish a trust.

We have 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 to 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 our clients’ structures do as well.

Cone Marshall’s teams are trained and qualified to fulfil 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

Italy

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

Greece

The Greece Golden Visa Program has the lowest investment level of any residency via investment visa program in Europe. Under this program, applicants can invest in real estate property with a minimum value of EUR 250,000 or lease a tourist accommodation complex for ten years. The real estate property can be located anywhere on the Greek mainland or the islands and can either be residential or commercial.

Applicants also have the option of investing funds in Greek shares, bonds, and or government bonds.

For more information and advice on Greek residency and visa applications,  please contact visas@conemarshall.com

Grenada

In 2013, the government of Grenada issued the Grenada Citizenship by Investment Act No. 15, through which it established a series of criteria to acquire the citizenship of Grenada through investments in duly authorized real estate projects or donations to the State of Grenada.

Applicants can invest either USD 150,000 as a donation in Grenada’s National Transformation Fund or USD 220,000 in a government approved real estate project and maintain the property investment in Grenada for at least five years. This will automatically grant the applicant citizenship without the need to visit Grenada. Any investment property purchased can be resold to another person or investor interested in the Grenada citizenship whilst the initial investor retains their citizenship and passport.

For more information and advice regarding the Grenadian citizenship by investment program, please contact visas@conemarshall.com

New Zealand

Investor migrants can apply for a resident visa if they make qualifying investments in New Zealand over three or four years under one of the investor visas. Both visas give the applicants, their spouse, and dependent children the right to live, work and study in New Zealand when investing NZD 10 million over three years (Investor 1 resident visa) or NZD 3 million over four years (Investor 2 resident visa).

The Investor 2 resident visa has an English language requirement. Applicants with an IELTS band score of three must complete 20 hours English language tuition at a New Zealand-registered school or tertiary education provider within the 4-year investment period. Applicants 65 years of age or under can apply by submitting a tender type application known as an Expression of Interest. It is a points-based system used to assess eligibility and if successful, a formal invitation is issued to submit an application for residence.

For more information and advice on New Zealand immigration law and visa applications, please contact visas@conemarshall.com

Portugal

The Portugal Golden Visa Program is a five-year residence by investment program. The residence permit provides applicants with the right to live, work, and study in Portugal. It also allows visa-free travel in Europe’s Schengen Area.
To qualify for the Golden Visa Program, applicants must invest a minimum of EUR 1 million in Portugal and spend an average of seven days in the first year and fourteen days in each of the remaining four years in Portugal.

Applicants can include their spouse, their minor children and their children of legal age who are single and who are studying in full-time education. The visa can also be extended to other members of the family such as the applicant’s parents and younger siblings who are under the applicant’s guardianship in accordance with the laws of their country of origin.

Portuguese nationality by Sephardic origin

In February 2015 the Portuguese government promulgated Decree Law 30A / 2015 which addressed the 1496 expulsion of Portugal’s Sephardic Jewish communities and granted Sephardic Jews of Portuguese origin and their descendants the possibility of obtaining Portuguese nationality and enjoying all the advantages that it offers such as: the right to live in Portugal or in any member country of the European Union, the right to free transit through the Schengen Area, the right to the Portuguese social security and retirement pension, and the right to travel without a visa to 115 countries.

Applicants of Sephardic origin can apply under this category without the presentation of an examination of knowledge of the Portuguese language or sociocultural customs.

For more information and advice on Portuguese Immigration law and visa applications, please contact visas@conemarshall.com

Spain

Investors can automatically gain residency in Spain through the Spanish Golden Visa when purchasing a Spanish real property for EUR 500,000 or more. The property can be land, residential, commercial or a combination of real-estate properties. This specific visa is unique in that it does not require the applicant or investor to spend a specific amount of time in Spain or on Spanish territory. Spain also offers the Residence Visa for Capital Investors which requires a minimum investment of EUR 1 million in a Spanish company’s listed shares, unlisted shares or shareholdings or EUR 2 million in Spanish public debt securities.

For more information and advice on Spanish immigration law and visa applications, please contact visas@conemarshall.com