Cone Marshall HK Ltd

Claudia Shan is a partner at Cone Marshall, which she joined in 2013. She works on all matters related to trusts, private clients, and international wealth planning. Claudia advises both resident and non-resident clients on local and foreign trusts, tax residency, asset protection, FATCA, the Common Reporting Standard, and international tax and trust law. She has particular expertise in the cross-border, compliance, regulatory, and anti-money-laundering obligations of wealth planning structures.

Previously, Claudia worked for two leading offshore law firms, Ogier and Walkers, on the Island of Guernsey, the Channel Islands. 

Claudia holds a practising certificate from the New Zealand Law Society. She is a member of the Society of Trust and Estate Practitioners (STEP). She has contributed to Trusts & Trustees, Private Client Practitioner, Tax Planning International Review, Chambers Global Practice Guide (Private Wealth), Baker & McKenzie’s LawInContext, and The Private Wealth and Private Client Law Review.

Claudia completed BCom/LLB degrees at the University of Auckland.

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 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.

Shanna Chen joined Cone Marshall Limited in Auckland, New Zealand, in 2016. She works in the Hong Kong office on a variety of domestic and foreign trust structures with Asian clients. She also assists in the management of Cone Marshall’s Hong Kong trustee company. 

Shanna is a fully qualified barrister and solicitor of the High Court of New Zealand. 

Born in China and raised in New Zealand, Shanna completed BCom/LLBs degrees at the University of Auckland. 

In addition to her native Mandarin, Shanna is fluent in English.