Cone Marshall (BVI) Trustees Ltd
Road Town, British Virgin Islands
Geoffrey Cone
Founder and Senior Principal, Cone Marshall Limited
+1 510 935 8897
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.
New Zealand Contact
Alexandra Neal
BA, LLB, TEP
Managing Director
Barrister & Solicitor New Zealand
+ 64 9 967 2614
United States Contacts
Katrina Robinson
CEO, Cone Marshall Group
CEO and Executive Director, Member, Board of Directors, Teton Trust Company
+1 917 331 3695
krobinson@tetontrustcompany.com
Katrina Robinson is the CEO of the Cone Marshall Group and the CEO of Teton Trust Company.
Previously, Katrina worked as a portfolio manager at the Royal Bank of Canada in New York City.
Katrina is admitted to practice law in New York. She is a member of the Society of Trust and Estate Practitioners (STEP) and the treasurer of the Wyoming STEP branch. She is a member of the International Tax Planning Association (ITPA), the New York City Bar Association, and the New York State Bar Association.
From Kingston, Jamaica, Katrina completed a JD at the Cardozo School of Law in New York City, an MPhil at the University of Cambridge, where she was a Cambridge Trust scholar, and an AB at Princeton University. She is also a graduate of Phillips Academy Andover.
In addition to her native English, Katrina is fluent in Spanish and Portuguese.
Abbie Flaherty
LLB, BA, TEP
Managing Director
Teton Trust Company LLC
+1 307 699 9755
aflaherty@tetontrustcompany.com
Abbie Flaherty is the Director of Trustee Services of Teton Trust Company, and a Board Director of Teton Trust Company. Abbie has worked for the Cone Marshall Group since 2012. In July 2019, she transferred from Cone Marshall Limited in Auckland, New Zealand to Teton Trust Company’s office in Jackson, Wyoming.
Abbie is working towards New York State bar admission, having passed the New York Bar Exam in February 2020. Abbie is a Barrister and Solicitor in New Zealand where she holds a current practicing certificate and is a member of the New Zealand Law Society. She is a also a full member of the Society of Trust and Estate Practitioners.
Abbie completed her conjoint degrees LLB/BA at the University of Canterbury in Christchurch in 2010, New Zealand, and spent her final semester at the University of Copenhagen, Denmark.
Europe Contact
Sean Breslin
TEP
Managing Partner, Cone Marshall Swiss Trustees
+41 22 566 26 09
Sean Breslin is the Managing Director of the Cone Marshall office in Geneva, Switzerland. He joined the firm in 2019.
Sean is of Scottish origin and holds a UK passport. He began his career in the fiduciary sector in 2003, working for international private banks and held senior roles at reputed independent Trust companies namely, Intertrust and IQ-EQ. He has considerable operational and technical experience, servicing ultra high-net-worth families from the Middle East, Africa, the United Kingdom and Latin America.
Sean is a certified Trust and Estate Practitioner and holds the Swiss Advanced Certificate in Trust Management (SACTM).
From Geneva, Sean holds a degree in Finance and Business Law from Stirling University in Scotland.
Sean is a native French speaker.
Uruguay Contact
Agustina Loinaz
Dra, LLM
Managing Director
CM Services UY S.A.
+ 598 99 414 312
Ivan Martini
MCJ, TEP
Of Counsel
CM Services UY S.A.
+598 2518 2321
Ivan Martini is the managing director of CM Services UY S.A. in Montevideo, Uruguay. Ivan joined Cone Marshall in 2016. He specializes in international wealth planning for Latin American families.
Previously, Ivan worked as a wealth planning advisor specializing in Latin America for the private banking divisions of Coutts & Co., Merrill Lynch, HSBC, Barclays, and Julius Baer, working in the Cayman Islands, Uruguay, the U.S., and Switzerland.
Ivan is an attorney admitted to the bar in Argentina. He is a member of the Society of Trust and Estate Practitioners (STEP).
From Buenos Aires, Ivan completed an MCJ at New York University.
In addition to his native Spanish, Ivan is fluent in Portuguese, Italian, and French.
Middle East
Joy Lahoud
LLB, LL.M
Managing Director
Cone Marshall Middle East
+ 971 50 224 7108
Joy joined the Cone Marshall group following 14 years’ experience as an attorney in the Middle East. Primarily a lawyer specialized in corporate law, Joy holds an LLB in civil law from Saint Joseph University in Beirut and an LL.M. from Cornell University in New York.
He has held positions in Lebanon, Washington DC (the “World Bank”), Dubai and Qatar and has worked for clients across GCC and Levant jurisdictions. He is a member of the Beirut Bar Association and the Society of Trust and Estate Planners.
Joy is Fluent in English, Arabic and French and enjoys identifying and resolving complex situations for his clients.
Hong Kong Contact
Ada Wai Shan NG
Managing Director,
Cone Marshall HK Ltd
+852 3622 2195
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.
Brazil Contact
Ana Cláudia Ramos
LL.B
Business Development Associate
+ 55 11 99679 3838
Ana Cláudia is the representative of Cone Marshall in Brazil, responsible for business development.
Ana Cláudia is a lawyer registered with the OAB/SP and has significant experience in the field of estate and succession planning, specializing in Brazilian legal consulting for high-net-worth individuals. Previously, she worked at one of the leading Wealth Advisory law firms in Brazil.
Born and raised in Recife, Pernambuco, she moved to São Paulo to continue her studies, where she completed her second postgraduate degree in Business Law at Fundação Getúlio Vargas – FGV Law. While still in Recife, she completed a postgraduate degree in Contemporary Civil Procedure at the Federal University of Pernambuco – UFPE, and she holds a degree in Law from the Catholic University of Pernambuco (Unicap) and in International Relations from Faculdade Damas (ARIC).
She is fluent in Portuguese, English, Spanish, and French.
Gabriela Cardoso Abbud
LL.B
Business Development Associate
+ 55 11 98965 9397
Gabriela Cardoso is a representative of Cone Marshall in Brazil, responsible for business development.
She is a lawyer registered with the OAB/SP, with ten years of experience in the field of asset management and succession planning, both in Brazil and abroad, focusing on Brazilian legal consulting for high-net-worth individuals. Her professional experience includes roles as an associate lawyer in prestigious law firms in São Paulo and London.
With extensive practical experience, Gabriela enhanced her academic qualifications through the Legal English Program in London, UK, at the London School of English. She graduated in Law from the Faculty of Law at Faculdades Metropolitanas Unidas – FMU/SP.
Fluent in Portuguese and English, she also speaks German.
For more contact information, please visit the Cone Marshall Group website here.