The Cone Marshall Group is a leading global, independent advisory and fiduciary services firm. Our areas of specialisation include asset mapping, succession, and governance for HNW families and their businesses. The firm offers expertise in family and charitable trusts and foundations, corporate structures, as well as outsourcing and managed trust company services.
Our group today looks after more than 1300 international high-net-worth (HNW) family client relationships, many of which have assets in excess of US$100 million. The collective assets of all these trusts are valued at more than US$20 billion.
We are staffed by experts with long experience in the fields of law, accounting and wealth planning. We pride ourselves in being able to offer the highest quality advisory and structuring solutions for holding and later transitioning the valued individual and family wealth of our HNW clients.
Cone Marshall began life as a law firm in 1998 in New Zealand and is today a well-recognised, independent and internationally diversified legal and fiduciary services group, with offices across the globe.