Cone Marshall (BVI) Trustees Ltd

Road Town, British Virgin Islands

Geoffrey Cone

Founder and Senior Principal, Cone Marshall Limited
+1 510 935 8897

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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

Claudia Shan

Partner and Head of Legal and International Compliance, Cone Marshall Limited
+64 9 967 2608 or +64 9 307 3950

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Claudia Shan is a partner at Cone Marshall, which she joined in 2013. She works on all matters related to trusts, private clients, and international wealth planning. Claudia advises both resident and non-resident clients on local and foreign trusts, tax residency, asset protection, FATCA, the Common Reporting Standard, and international tax and trust law. She has particular expertise in the cross-border, compliance, regulatory, and anti-money-laundering obligations of wealth planning structures.

Previously, Claudia worked for two leading offshore law firms, Ogier and Walkers, on the Island of Guernsey, the Channel Islands. 

Claudia holds a practising certificate from the New Zealand Law Society. She is a member of the Society of Trust and Estate Practitioners (STEP). She has contributed to Trusts & Trustees, Private Client Practitioner, Tax Planning International Review, Chambers Global Practice Guide (Private Wealth), Baker & McKenzie’s LawInContext, and The Private Wealth and Private Client Law Review.

Claudia completed BCom/LLB degrees at the University of Auckland.

United States Contacts

Katrina Robinson

CEO, Cone Marshall Group
CEO and Executive Director, Member, Board of Directors, Teton Trust Company
+1 917 331 3695

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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.

Europe Contact

Sean Breslin

Managing Partner, Cone Marshall Swiss Trustees
+41 22 566 26 09

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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

Ivan Martini

Managing Director, CM Services UY S.A.
+598 2518 2321

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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.

Hong Kong Contact

Ada Wai Shan NG

Chief Relationship Officer,
Cone Marshall HK Ltd
+852 3622 2195

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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

Gabriela Castelano

Representative Officer, Cone Marshall Brazil
+55 11 96 303 7676

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Gabriela Castelano leads Cone Marshall’s office and business in São Paulo. She specializes in Brazilian and U.S. international tax, estate, and wealth planning.

Previously, Gabriela worked for Lefosse Advogados, Citibank Brasil, Mattos Filho Advogados, and Grant, Herrmann, Schwartz & Klinger. 

Gabriela is a qualified lawyer in Brazil and an associate member of the Society of Trust and Estate Practitioners (STEP).

Gabriela completed a JD at the State University of São Paulo, an LLM in Brazilian taxation at Insper – Instituto de Ensino e Pesquisa in São Paulo, and an LLM in international taxation at Georgetown University in Washington DC.  

In addition to her native Portuguese, Gabriela is fluent in English. 

For more contact information, please visit the Cone Marshall Group website here.