Cone Marshall HK Ltd

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 2 Auckland District Law Society 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).

Ada joined Cone Marshall HK 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 worked in the finance industry and has a strong banking and insurance background specialized in business strategy and sales management. She has worked with clients and their advisors to find solutions to their wealth planning needs. She has over 20 years of experience in management positions including 15 years in the banking and finance industry. Her extensive experience includes she was the Chief Executive and Responsible Officer of Citi Insurance Brokers of Citibank (HK), Head of Cross Border Banking Services in Hang Seng Bank (HK) and Head of Cross Border Business Development in China Citic Bank International. Ada received her BSS from The University of Hong Kong, she holds a Diploma in Trust & Estate Planning from The Society of Business Practitioners in England and a Certificate of Occupational Competence in Estate Planning and Trust Management of the People’s Republic of China. Ada is fluent in Cantonese, Mandarin and English.

Geoffrey Cone is a leading international trust and tax planning attorney, and the founder and Senior Principal of Cone Marshall Limited. Cone is a respected authority in his industry, and as such, has shared his vast knowledge and expertise in publications such as Trusts & Trustees, Rothschild Trust Review, New Zealand Law Journal, among many others.

Additionally, he has been a contributing author to the World Trusts Survey and International Trust Disputes (both Oxford University Press), Law of Offshore Jurisdictions, International Trusts Guide, and Trident Guide to International Trusts. Cone began practicing commercial litigation as well as tax and trust advisory work in 1980.As Partner and Chairman of Partners at a leading Christchurch law firm, his tenure was marked by cases at all levels of the New Zealand courts as leading counsel and the Privy Council in London.

Later, Cone took his comprehensive litigation and advisory experience and further applied it by serving 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 later be transformed to Cone Marshall Limited in 2007. Cone’s long and illustrious career has made him a foremost international trust and tax planning figure, which is why some of the world’s wealthiest families, most prominent banks, and respected lawyers and advisors entrusted his firm their work and assets.

Shanna is a solicitor at Cone Marshall. She graduated from the University of Auckland, New Zealand with a BCom and LLB. She joined Cone Marshall’s Auckland office in 2016 while still in law school where she assisted the solicitors with foreign trust administration. After fully qualifying as a Barrister and Solicitor in New Zealand, Shanna moved to the Hong Kong office to work closely with their Asian clients on the setting up of bespoke structures for these clients and the administration of their domestic and foreign structures. Born in China and raised in New Zealand, Shanna is fluent in both Mandarin and English. Her background and language skills allow her to better understand the clients’ needs and concerns and finding a solution for them. She also assists with the management of Cone Marshall’s Hong Kong trustee companies..