The Group administers and advises more than 2000 international high-net worth (HNW) family clients. Collectively, the Group establish and administer trust structures and advise clients on the administration of financial assets, real estate, family business continuity, collections from art to cars, and of course, intellectual property.

Founded in 1998 as a law firm in New Zealand, Cone Marshall is today recognised as a leading global fiduciary services group. Cone Marshall’s initial offices, New Zealand, Switzerland and the United States, have now expanded to include the British Virgin Islands, Hong Kong, Italy, Paraguay, Uruguay and representative offices in Brazil, Monaco and San Marino. Cone Marshall has joined forces with Investa Trust to add additional offices in Spain and Curacao. From these offices we cover every key jurisdiction in the world.

We pride ourselves in being able to offer the highest quality advisory and structuring solutions for holding and later transitioning individual and family wealth of our HNW clients.

Our team works closely with a nexus of experienced professionals to facilitate the protection, planning, and development of our clients’ wealth and assets of global wealth and property.

Cone Marshall adheres to a cautious, friendly and personal approach in our client relations. We prioritise cultivating responsive, lasting relationships over arm’s length dealings, and thus we will always try to make our most senior team members available to meet with our clients and their associated advisers for regular face-to-face meetings.

Cone Marshall 康瑪素 in Hong Kong

Asia’s HNW families and their enterprises are expanding internationally at a scale and pace like never before; investments and businesses in the region are fast becoming more globalised, and family members themselves are increasingly finding new countries to call home.

With a new office in Hong Kong, which acts as a strategic hub in the Asia-Pacific region and an ideal location as a fully global financial and advisory services centre, Cone Marshall has positioned itself at the core of the phenomenon. With more than a decade of direct and intensive experience of working on behalf of Asia’s HNW individuals and their families, Cone Marshall Hong Kong Limited and the wider Cone Marshall Group are fully committed to supporting the growth and internationalisation of Asia’s HNW families and their enterprises, and to facilitate their expansion and investment into the United States, Europe and elsewhere in the world.

Accordingly, in Asia we offer the following core services:

Family & Business Advisory

Entity Formation, Structuring & Trustee Services

Assurance & Compliance Services

Relocation & Pre-Migration Planning

Our areas of specialisation include family and asset mapping, family and business succession as well as corporate and family governance. The firm offers expertise in family trusts and foundations, as well as outsourcing and managed trust and corporate solutions.

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Cone Marshall 康瑪素 is a leading global and independent fiduciary services firm comprised of lawyers, wealth planners and accountants dedicated to protecting its clients’ wealth over generations.