Cone Marshall (BVI) Ltd

Cone Marshall (BVI) Trustees Ltd

Road Town, British Virgin Islands

 

Geoffrey Cone

Director
+1 510 935 8897

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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.

New Zealand Contacts

 

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.

Dinesh Menon

LLM (Hons), LLB, B Econ, TEP
Senior Associate
Barrister & Solicitor (NZ, Aus)
+1 510 935 8897

United States Contacts

 

Katrina Robinson

CEO & Executive Director, Member, Board of Directors
Teton Trust Company LLC
+1 917 331 3695

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Katrina Robinson is responsible for business operations in the U.S., business development, and acting as a liaison with the Cone Marshall group. Robinson is an attorney admitted to practice in New York. She has worked with family offices and private clients. Prior to law school, she worked as a portfolio manager with an international wealth management team at the Royal Bank of Canada in New York City. Originally from Kingston, Jamaica, she is a graduate of Princeton University, University of Cambridge and Cardozo School of Law. She speaks Spanish and Portuguese.

Abbie Flaherty

LLB, BA, TEP
Teton Trust Company LLC
+1 307 699 9755

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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.

Switzerland and Italy Contact

 

Sean Breslin

TEP
Managing Director
Cone Marshall Swiss Trustees
+41 22 566 26 09

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Uruguay Contacts

 

Ivan Martini

MCJ, TEP
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.

Martini is a STEP certified Argentine lawyer with a Masters Degree at NYU. Before joining Cone Marshall in Uruguay Martini 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. He has held said positions in the Cayman Islands, Uruguay, the US and Switzerland, travelling regularly to all of Latin America. Martini´s working relationship with his clients’ legal and tax advisors provides him with extensive and updated knowledge of the Latin American regulatory framework, which proves vital at the time of finding the right estate planning solution for his clients.

Martini speaks five languages including Spanish, English, Portuguese, Italian and French.

Damián Kutner

LLB
Attorney (Argentina) and Trust Officer
CM Services UY S.A.
+ 598 2518 2588

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Hong Kong Contacts

 

Leping Zhang

LLB, JD, LLM (Taxation)
Associate, Business Development,
Fiduciary Services
Cone Marshall HK Ltd
+852 6706 0576

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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.

Brazil Contact

 

Gabriela Castelano

LL.M
Cone Marshall Representative Officer
+55 11 96 303 7676

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Gabriela is responsible for our operations in Brazil, acting as a liaison with the Cone Marshall Group. Graduated from State University of São Paulo (J.D. 2010), Insper – Instituto de Ensino e Pesquisa (LL.M. in Brazilian Taxation 2014) and Georgetown University Law Center (LL.M. in International Taxation 2016). Gabriela is admitted to practise law in Brazil and prior to joing the Group, she worked for top law firms in São Paulo and New York. Gabriela has substantial experience in the area of international tax and estate and wealth planning, mainly with Brazilian clients. She is fluent in Portuguese and English.