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

Claudia Shan

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

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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, Tax Planning International and Trust & Trustees. 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).

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.

Europe Contact

Sean Breslin

TEP
Managing Director
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 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.

Hong Kong Contact

Ada Wai Shan NG

Chief Relationship Officer
Fiduciary Services
Cone Marshall HK Ltd
+852 3622 2195

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Ada joined Cone Marshall HK 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 worked in the finance industry and has a strong banking and insurance background specialized in business strategy and sales management. She has worked with clients and their advisors to find solutions to their wealth planning needs. She has over 20 years of experience in management positions including 15 years in the banking and finance industry. Her extensive experience includes she was the Chief Executive and Responsible Officer of Citi Insurance Brokers of Citibank (HK), Head of Cross Border Banking Services in Hang Seng Bank (HK) and Head of Cross Border Business Development in China Citic Bank International.

Ada received her BSS from The University of Hong Kong, she holds a Diploma in Trust & Estate Planning from The Society of Business Practitioners in England and a Certificate of Occupational Competence in Estate Planning and Trust Management of the People’s Republic of China.  Ada is fluent in Cantonese, 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.

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