Cone Marshall (San Marino) S.r.l.

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).

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 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.