Cone Marshall HK Ltd

Hong Kong

Claudia Shan

LLB, BCom, TEP
Senior Partner, Solicitor (NZ, England and Wales)
Head of Legal and International Compliance
+64 9 967 2608 or +64 9 307 3950

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Claudia completed her conjoint degrees BCom/LLB at the University of Auckland. Prior to entering practice in a leading New Zealand law firm in 2004, she worked in the Auckland office of Ernst & Young, focusing on tax. She has also worked in the Island of Guernsey, the Channel Islands, for almost 6 years for two leading offshore law firms and was at the time enrolled and admitted to practice as a Solicitor of the Supreme Court of England and Wales.

Claudia specialises in all aspects of trust, private client, and international wealth planning. Claudia has advised a wide range of clients, both residents and non-residents, on local and foreign trusts, tax residency, asset protection, FATCA, Common Reporting Standards, international tax, and trust law issues. Claudia is recognised as a specialist and has been appointed for a second term to Law Association committees, namely, The AML/CFT Law Committee and the Trust Law Committee. She advises clients in respect to asset protection, establishment, administration, restructuring and winding up/termination of clients’ personal, investment and business structures including trusts, companies, and limited partnerships. She also advises clients in respect to their compliance, regulatory and anti-money laundering obligations.

She has advised many of the leading international trust companies, high net worth individuals, private companies, family businesses, multi-national banks, and globally renowned financial services organisations. Claudia is a full member of the Society of Trust and Estate Practitioners. She has published a number of articles in Private Client Practitioner, Tax Planning International and Trust & Trustees. Claudia also contributes to the New Zealand chapter of The Private Wealth & Private Client Law Review for the International Comparatives Legal Guide (ICLG).

Geoffrey Cone

Founder and Senior Principal, Cone Marshall Limited
+1 510 935 8897

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Geoffrey Cone is the founder and senior principal of Cone Marshall and a leading international trust and tax planning lawyer. He has contributed to Trusts & Trustees, Rothschild Trust Review, the New Zealand Law Journal, and The World Trusts Survey and International Trust Disputes (both Oxford University Press), among many other publications. He has participated as leading counsel in cases at all levels of the New Zealand courts and at the Privy Council in London.

Geoffrey began practising commercial litigation as well as tax and trust advisory work in 1980. His tenure at a leading Christchurch law firm included two years as chairman of partners. 

Later, Geoffrey served as a litigator in the British West Indies for two years. In 1998, he returned to New Zealand to establish his own firm, Cone and Co., which would become Cone Marshall Limited in 2007. 

Geoffrey completed a postgraduate diploma in tax and trust law and completed an LLB at the University of Otago.

Ada Wai Shan NG

Chief Relationship Officer,
Cone Marshall HK Ltd
+852 3622 2195

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Ada Wai Shan Ng joined Cone Marshall’s Hong Kong office in 2022 as chief relationship officer. She is responsible for business development and client relationships across Asia, especially in HK and China. 

Ada has a strong banking and insurance background specialised in business strategy and sales management. She has over 20 years of experience in management positions, including 15 years in the banking and finance industry. Previously, she was the chief executive and responsible officer at Citi Insurance Brokers of Citibank (HK), head of Cross Border Banking Services at Hang Seng Bank (HK) and head of Cross Border Business Development at China CITIC Bank International.

Ada holds a diploma in trust and estate planning from the Society of Business Practitioners in England as well as a certificate of occupational competence in estate planning and trust management from the People’s Republic of China. She completed a BSS at the University of Hong Kong. 

In addition to her native Cantonese, Ada is fluent in Mandarin and English.