JUMP TO OFFICE LOCATIONS

People

Claudia Shan
LLB, BCom, TEP

Partner at Cone Marshall Limited
+64 9 967 2608

Read More About Claudia

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 and Tax Planning International. 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).

Leping Zhang
LLB, JD, LLM (Taxation)

Associate, Business Development, Fiduciary Services
+852 6706 0576

Read More About Leping

Leping joined Cone Marshall in Hong Kong to work closely with our Asian clients where his background and language skills enable him to understand their needs and address their concerns. Leping received his LL.B. from China Foreign Affairs University. Upon graduation, he continued his legal study in the United States, where he pursued his Juris Doctor (J.D.) at SMU Dedman School of Law.After graduating with honors, he further grew his expertise by receiving his LL.M. in Taxation from NYU School of Law. Leping is an attorney admitted to practice in Texas and New York. Born and raised in Beijing, Leping is fluent in both Mandarin and English.

Karen Marshall
LLB, TEP, Notary Public

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

Read More About Karen

Karen Marshall is a Principal at Cone Marshall where she serves as Director of the firm. Her experience at the firm extends to acting as director of trust companies in the role of trustee.

Prior to Cone Marshall, Marshall specialized in commercial litigation at a prominent law firm in London for ten years.Marshall has extensive experience managing trusts, addressing issues relating to settlors and their representatives, providing information where trustee is a company, drafting documentation to action needs of trust, providing trust deed precedents for clients, advising generally and assisting clients in relation to their needs.

In 2006, Marshall’s track record of success, dedication to her craft, and dedication to her clients drew the attention of Cone Marshall founding Principal, Geoffrey Cone. 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.

Geoffrey Cone
LLB, DP L (Hons), TEP, CTA

President and Treasurer of the Board of Directors
+ 1 510 935 8897

Read More About Geoffrey

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.

 

Cone Marshall Ltd

Auckland, New Zealand

Geoffrey Cone
LLB, DP L (Hons), TEP, CTA

President and Treasurer of the Board of Directors
+ 1 510 935 8897

Karen Marshall
LLB, TEP, Notary Public

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

Claudia Shan
LLB, BCom, TEP

Partner at Cone Marshall Limited, Head of Legal and International Compliance
+64 9 967 2608

Claire Cooke
BA, LLB, TEP

Partner

Barrister & Solicitor New Zealand

+64 9 307 3950

Teton Trust Company LLC

Jackson, Wyoming Representative Office – New York, NY, USA
Representative Office – Miami, FL, USA

Katrina Robinson
Bar Admission: State of New York

U.S. Counsel
+ 1 917 331 3695

Martin Calatrava
LLB, TEP, LLM in International Tax

General Manager
+1 307 699 9755

Cone Marshall (Suisse) Trustee SÀRL

Geneva, Switzerland

Sean Breslin
TEP

Managing Director
+41 22 566 2864

Kate Verry
LLB, BA

Barrister & Solicitor New Zealand
+41 22 566 1173

Cone Marshall Group – Representative Office

Athens, Greece

Gerard Aquilina
BA, JD, LLM, STEP, ITPA

Partner
+30 69 879 06713 (Greece)+41 79 107 7338 (Switzerland)

Cone & Company SA

Montevideo, Uruguay

Ivan Martini
MCJ, TEP

Managing Director
+ 598 2518 2321

Ciemme Trustees Srl

Milan, Italy

Sam Cleps

Managing Director
+ 39 02 800 123 79

Davies Street Trustees Limited

London, UK

David Harris

Chairman Davies Street Trustees Limited
+44 (0) 008 4369