Cone Marshall HK Ltd

Hong Kong

Shanna Chen

New Zealand Qualified Solicitor
+852 3622 2192

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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..

Andes Lee

Office Manager / Trust Officer
+852 3622 2120

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Andes is a trust officer at Cone Marshall. She joined at Cone Marshall’s Hong Kong office in 2020.  She is responsible for administration of entities under management of the Hong Kong office, as well as relations with clients based in Asia. Before joining Cone Marshall, Andes worked in the legal and compliance department of a Global Asset Management firm.  Andes is fluent in Cantonese, Mandarin and English.

Claudia Shan

Partner at Cone Marshall Limited
Head of Legal and International Compliance
Director at Cone Marshall HK Limited
+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. 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. Since 2013 she is also one of two contributing New Zealand authors to Baker & McKenzie’s LawInContext and the New Zealand chapter of The Private Wealth & Private Client Law Review (the content of which is being licensed to Bloomberg Law and to LexisNexis).

Karen Marshall
LLB, TEP, Notary Public

Partner at Cone Marshall Limited
Director at Cone Marshall HK Limited
+ 64 21 506 732

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Karen Marshall is a Principal at Cone Marshall New Zealand where she serves as Director of the firm. Her experience at the firm dates back to 2004 when she joined Cone at what was then, Cone & Co.

Prior to Cone Marshall, Marshall specialized in commercial litigation at a prominent law firm in London for ten years. Marshall has extensive experience managing and administering trusts, addressing issues relating to settlors and their families and advising on same and all aspects of international wealth planning.

Together, supported by a carefully-assembled international team, Cone and Marshall have built one of the most respected international wealth planning and advisory firms in the world.