Who We Are

Originally formed in New Zealand in 1998, Cone Marshall has expanded into a global group, which now administers thousands of trusts and related entities across multiple jurisdictions with offices in the US (New York, Wyoming, and Miami), Hong Kong, Montevideo, Geneva, London, and Milan. The group manages and advises on client structures which collectively hold more than US$20 billion in assets.

Cone Marshall works closely with an experienced network of professional advisors as well as banks, trustees, and other institutions. We are also very well paced to resolve conflicts of law issues across multiple legal systems via the coordination of the right advisors in each country.

The Group is entirely independent and is not tied to any legal or financial service providers.

We firmly believe that meaningful advice involves an understanding of a client’s – usually a family’s – background, philosophy, and culture. Dealing with a problem requires not only legal expertise, but a knowledge of and sensitivity to a client’s long-term interests and aspirations. This understanding is an integral part of the service and solutions we provide.

As part of the Group’s ongoing mission to offer a wide range of solutions for its clients, from 2021 Cone Marshall is able to provide both corporate and trustee services in the British Virgin Islands.

We have a team of legal, financial and compliance experts who are well placed to advise, guide, develop and implement tailored BVI-based solutions for your wealth and estate planning purposes.