What We Do
As lawyers, trustees and accountants with decades of experience, we are trained to offer objective and independent advice, providing trusted oversight and ensuring all work on the client’s behalf is carried out in the most professional and appropriate way possible.
We have experience and expertise in many diverse structures for holding and administering worldwide wealth, covering the broadest array of assets including businesses, private equity and other financial holdings, bank accounts, financial investments, real estate, aircraft, yachts, collectable cars, art collections and jewellery.
Cone Marshall provides trustee services in New Zealand, Switzerland, Uruguay, Italy, Hong Kong and Wyoming, USA. Our principal corporate trustees in Wyoming and Hong Kong are fully licenced trustees under the respective regimes.
Trusts: Advisory, Establishment & Management
We have a wealth of experience in establishing and managing both simple and complex trusts for clients all over the world, which has enabled Cone Marshall to respond to the full range of circumstances which may motivate a family to establish a trust.
We know how to structure their affairs to align their interests with their goals in a way that will most benefit them and their loved ones for generations to come. Once we have helped our client identify their specific goals, our team of experts works closely with them to form the desired entities – whatever trust or foundation entity we recommend most effective – and we then develop and execute the necessary documentation for their structure and governance, including promoting tried-and-trusted best-practice protocols for their day-to-day management.
In this new world of regulatory rectitude, we are especially focused on ensuring that all structures we administer are fully-compliant with all international laws and regulations. We also offer the full range of trustee services and we can operate in an array of languages, in many jurisdictions around the world.
For more information on Cone Marshall, please see a recent article that was published in Asia on Cone Marshall Group, and their work with Asian and global families.