With Office Locations in 14 Countries, Firm Marks Over Two Decades of Excellence Providing Top-Tier Wealth Planning, Accounting, Trust, and Tax Advisory Services
NEW YORK–(BUSINESS WIRE)–Cone Marshall, the preeminent legal and fiduciary services firm helping global families with their estate planning, asset preservation, and wealth planning, today marked the 25th anniversary of the firm’s founding and growth into one of the world’s leading legal and fiduciary advisors. With more than $30 billion in assets under administration, Cone Marshall has expanded internationally with offices in 14 key markets around the world, including Jackson Hole, Wyoming; Montevideo; Hong Kong; Auckland; London; Geneva; Milan, Italy; and San Marino.
Cone Marshall was founded in 1998 by Geoffrey Cone in Auckland, New Zealand, and has since grown into a full-service independent, legal, and fiduciary services firm, assisting clients worldwide with succession planning, wealth and asset management, tax planning, trust structuring, and providing trustee and other fiduciary services. From inception, Cone built a diverse, multicultural team at Cone Marshall which collaborates closely with a relationship network of attorneys, family advisors, private banks, trustees, and other institutions around the world.
“When I founded Cone Marshall (previously known as Cone & Co.) in Auckland 25 years ago, I had a vision to create a legal, accounting, and fiduciary services firm dedicated to international wealth planning, which was unknown in New Zealand at the time,” said Geoff Cone, Founder and Chairman of Cone Marshall. “I aimed to use my trust, litigation, and tax experience to develop a firm with a culture of excellence and the ability to attract, build, and retain relationships with global families. From our start as an office of one, we have now grown into a global business providing responsive and innovative service by highly trained professionals. We believe we are the premiere choice for individuals, families, and family offices seeking to protect assets and provide for future stability, succession, and governance.”
The U.S. arm of Cone Marshall, Teton Trust Company (TTC), is a key source of growth for the firm. As a Wyoming chartered trust company based in Jackson Hole, Teton Trust establishes and administers trusts to help individuals and families plan, preserve and protect their legacies. Cone Marshall and Teton Trust have together built a client portfolio of over 2,000 relationships with individuals, families, companies, and nonprofit organizations, and the firm consults with leading investment professionals in over forty countries.
Cone Marshall and Teton Trust is led by CEO Katrina Robinson, who plays a significant role in growing the firm’s business operations in the U.S. and internationally. Under Cone and Robinson’s leadership, the firm has plans to continue expanding and strengthening services, with further expansion in strategic markets. Among the firm’s many growth areas, Cone Marshall has key hubs in Hong Kong, allowing for representation in greater China and Singapore.
Additionally, the firm is establishing its first China branch as a founding partner of STEP China, underscoring the need to bring new wealth management concepts to the region. As a regulated trustee company in the UK and a licensed trustee in San Marino, Cone Marshall also has the ability to further assist global families with wealth planning needs.
“The remarkable growth we experienced is a testament to the visionary leadership of our Chairman, Geoffrey Cone. Our dedicated global team sets the benchmark for exceptional service so that our clients achieve their wealth planning goals,” said Katrina Robinson, CEO of Cone Marshall and Teton Trust Company. “We embrace our work with empathy and insight, and will continue to expand our business to ensure accessibility to clients around the world.”
About Cone Marshall:
Cone Marshall is the leading global independent trusts and estates planning advisor helping individuals, families and family offices with trusts, estate planning, asset preservation, and wealth planning. Founded by Geoffrey Cone in 1998, Cone Marshall has grown into one of the world’s most-respected legal and fiduciary advisors, with offices in over 14 countries and more than $30 billion assets under administration. The U.S. arm of Cone Marshall, Teton Trust Company (TTC), is a Wyoming chartered trust company based in Jackson Hole, Wyoming that establishes and administers trusts, to help individuals and families plan, preserve and protect their legacies. Cone Marshall and Teton Trust have together built a client portfolio of over 2,000 relationships with individuals, families, companies, and nonprofit organizations. To learn more please visit our websites Cone Marshall (www.conemarshall.com) and Teton Trust Company (www.tetontrustcompany.com).
Contacts
Chanel Cathey
CJC Insights / Cone Marshall
[email protected]
