Who We Are

Cone Marshall is a multi-faceted firm providing legal advice and fiduciary, administrative and accounting services for the structuring, protection, planning and succession of wealth.

Founded in 1998 as a law firm in New Zealand, Cone Marshall is today recognised as a leading global fiduciary services group. Cone Marshall’s initial offices, New Zealand, Switzerland and the United States, have now expanded to include the British Virgin Islands, Hong Kong, Italy, Paraguay, Uruguay and representative offices in Brazil, Monaco and San Marino. Cone Marshall has joined forces with Investa Trust to add additional offices in Spain and Curacao. From these offices we cover every key jurisdiction in the world.

Cone Marshall works closely with an experienced network of professional advisors as well as banks, trustees and other institutions. We have special skills in resolving conflicts of law across multiple legal systems, by the coordination of the right advisors in each country.

Cone Marshall does not have a tied relationship with any legal or financial service providers.

Cone Marshall’s approach is discreet, friendly, and culturally sensitive, and aims to support each client’s unique needs and goals. Cone Marshall’s ethos is to cultivate responsive, lasting relationships, and to that end, our principals’ programme involves regular face-to-face meetings with our family of clients and their advisors.

Cone Marshall also believes that proven advice involves an understanding of a client’s – usually a family’s – background, philosophy and culture. Dealing with a problem requires not only legal expertise, but a knowledge of and sensitivity to a client’s long-term interests and aspirations.