Cone Marshall is a leading global and independent fiduciary services firm comprised of lawyers, wealth planners and accountants dedicated to protecting its clients’ wealth over generations.

The global group, formed in 1998 in New Zealand, now administers over 1300 international high-net-worth (HNW) family relationships, many of which have assets in excess of US$100 million and collectively oversees more than US$20billion in assets under trust structures.

The group operates across the globe  with offices in Hong Kong, Italy, Switzerland, Uruguay, UK, and North and South America.

We pride ourselves in being able to offer the highest quality advisory and structuring solutions for holding and later transitioning individual and family wealth of our HNW clients.

Our global team works closely with a network of attorneys, family advisors, private banks, trustees, and related institutions to facilitate the security, planning, and preservation of global wealth and property. We have specialist skills in resolving conflicts of law across multiple legal systems.

Cone Marshall is independent and chooses not to have a tied relationship with any advisors or financial service providers; in this way we are able to give our clients the widest and most unbiased options.

Our approach is discreet, friendly, and culturally sensitive, with an aim to support each client’s unique needs. Cone Marshall’s ethos is to cultivate responsive, lasting relationships, and to that end, we always try to make our most senior team members available to meet with our clients and their associated advisers for regular face-to-face meetings.

Cone Marshall in Hong Kong

 Wealth across Asia is expanding rapidly. Asia’s ranks of HNW and ultra-HNW families and business owners are growing apace. At the same time the spread of their investments and businesses is becoming more globalised, along with the dispersion of their family members across many countries. Cone Marshall has more than a decade of direct and intensive experience of working on behalf of Asia’s HNW individuals and their families.

We operate from our regional office in Hong Kong, which is both a strategic hub for our activities across Asia-Pacific and an ideal location as a global financial and advisory services centre. We are fully committed to supporting the growth and internationalisation of Asia’s HNW families and their enterprises, and to facilitate their expansion and investment into the United States, Europe and elsewhere across the world.

With our keen focus and profound experience, Cone Marshall has an impeccable track record of helping Asia’s HNW individuals and families optimise the structures of their family assets and their businesses, especially as their lifestyles, their assets and their companies become even more global in diversity and reach.

As more and more families move wealth from the founding patriarchs and matriarchs to younger generations, there are numerous opportunities for groups like Cone Marshall in meeting the wealth structuring and transitioning challenges that lie ahead.

Accordingly, in Asia we offer the following core services:

  • Family & Business Advisory
  • Entity Formation, Structuring & Trustee Services
  • Assurance & Compliance Services
  • Relocation & Pre-Migration Planning

Our areas of specialisation include family and asset mapping, family and business succession as well as corporate and family governance. The firm offers expertise in family trusts and foundations, as well as outsourcing and managed trust and corporate solutions.

Peter Golovsky joined the Cone Marshall Group as its Global Head of Fiduciary Services and Head of Asia and is responsible for the leadership and growth of all offices and teams, including the establishment of key capabilities to support the demands HNW families across Asia. Peter’s specific expertise lies in advising and meeting the increasingly complex needs of the region’s families, business owners and entrepreneurs in relation to pre-IPO planning, family governance, business succession and intergenerational wealth transfer and planning.