Private Wealth Planning

Cone Marshall offers diverse management structures for wealth and property, including real estate, art, aircrafts, businesses, collections, bank accounts, and financial investments.

Cone Marshall provides trustee and related services in the British Virgin Islands, New Zealand, Switzerland, Uruguay, Hong Kong, United Kingdom, Italy, San Marino, 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 to ensure that our clients are fully compliant with all international laws and regulations.

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.

Relocation & Pre-Immigration Planning Services

Migrating can be extremely stressful and challenging, yet it can also provide many opportunities from a wealth and tax planning perspective. The Cone Marshall Group can assist our clients in navigating the web of cross-border laws and taxes, with a goal of giving the client a tax-efficient and secure start to life in their new home. 

In particular, we have experience in the establishment and administration of U.S. Foreign Grantor Trusts with the aim of domiciling in the U.S., Italy’s “Resident Non-Domiciled” tax regime, and the expenditure-based tax program in Switzerland. We can also assist with United Arab Emirates visa packages and establishing tax residency in Monaco.