Cone Marshall (San Marino) S.r.l.
Geoffrey Cone
Director
+1 510 935 8897
Geoffrey Cone is a leading international trust and tax planning attorney, and the founder and Senior Principal of Cone Marshall Limited. Cone is a respected authority in his industry, and as such, has shared his vast knowledge and expertise in publications such as Trusts & Trustees, Rothschild Trust Review, New Zealand Law Journal, among many others.
Additionally, he has been a contributing author to the World Trusts Survey and International Trust Disputes (both Oxford University Press), Law of Offshore Jurisdictions, International Trusts Guide, and Trident Guide to International Trusts. Cone began practicing commercial litigation as well as tax and trust advisory work in 1980.As Partner and Chairman of Partners at a leading Christchurch law firm, his tenure was marked by cases at all levels of the New Zealand courts as leading counsel and the Privy Council in London.
Later, Cone took his comprehensive litigation and advisory experience and further applied it by serving as a litigator in the British West Indies for two years. In 1998, he returned to New Zealand to establish his own firm, Cone and Co., which would later be transformed to Cone Marshall Limited in 2007. Cone’s long and illustrious career has made him a foremost international trust and tax planning figure, which is why some of the world’s wealthiest families, most prominent banks, and respected lawyers and advisors entrusted his firm their work and assets.
New Zealand Contacts
Alexandra Neal
BA, LLB, TEP
Senior Associate
Barrister & Solicitor New Zealand
+ 64 9 967 2614
United States Contacts
Katrina Robinson
CEO & Executive Director, Member, Board of Directors
Teton Trust Company LLC
+1 917 331 3695
krobinson@tetontrustcompany.com
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
LLB, BA, TEP
Teton Trust Company LLC
+1 307 699 9755
aflaherty@tetontrustcompany.com
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.
European Contacts
Sean Breslin
TEP
Managing Director
Cone Marshall Swiss Trustees
+41 22 566 26 09
Sean Breslin is the Managing Director of the Cone Marshall office in Geneva, Switzerland. He joined the firm in 2019.
Sean is of Scottish origin and holds a UK passport. He began his career in the fiduciary sector in 2003, working for international private banks and held senior roles at reputed independent Trust companies namely, Intertrust and IQ-EQ. He has considerable operational and technical experience, servicing ultra high-net-worth families from the Middle East, Africa, the United Kingdom and Latin America.
Sean is a certified Trust and Estate Practitioner and holds the Swiss Advanced Certificate in Trust Management (SACTM).
From Geneva, Sean holds a degree in Finance and Business Law from Stirling University in Scotland.
Sean is a native French speaker.
Alessandro Conelli
LLB, LLM
Partner, Attorney at Law
Cone Marshall Swiss Trustees
+ 41 22 566 2880
Uruguay Contact
Ivan Martini
MCJ, TEP
Managing Director
CM Services UY S.A.
+598 2518 2321
Ivan Martini is the Managing Director of CM Services UY S.A. in Montevideo, Uruguay.
Martini is a STEP certified Argentine lawyer with a Masters Degree at NYU. Before joining Cone Marshall in Uruguay Martini worked as a Wealth Planning Advisor specializing in Latin America for the private banking divisions of Coutts & Co., Merrill Lynch, HSBC, Barclays and Julius Baer. He has held said positions in the Cayman Islands, Uruguay, the US and Switzerland, travelling regularly to all of Latin America. Martini´s working relationship with his clients’ legal and tax advisors provides him with extensive and updated knowledge of the Latin American regulatory framework, which proves vital at the time of finding the right estate planning solution for his clients.
Martini speaks five languages including Spanish, English, Portuguese, Italian and French.
Middle East
Joy Michel Lahoud
LLB, LL.M
Director
Cone Marshall Middle East
+ 971 50 224 7108
+ 41 79 107 7338 (Geneva)
Joy joined the Cone Marshall group following 14 years’ experience as an attorney in the Middle East. Primarily a lawyer specialized in corporate law, Joy holds an LLB in civil law from Saint Joseph University in Beirut and an LL.M. from Cornell University in New York.
He has held positions in Lebanon, Washington DC (the “World Bank”), Dubai and Qatar and has worked for clients across GCC and Levant jurisdictions. He is a member of the Beirut Bar Association and the Society of Trust and Estate Planners.
Joy is Fluent in English, Arabic and French and enjoys identifying and resolving complex situations for his clients.
Hong Kong Contact
Ada Wai Shan NG
Chief Relationship Officer
Fiduciary Services
Cone Marshall HK Ltd
+852 3622 2195
Ada joined Cone Marshall HK office in 2022 as Chief Relationship Officer. She is responsible for business development and client relationships across Asia especially in HK and China.
Ada has worked in the finance industry and has a strong banking and insurance background specialized in business strategy and sales management. She has worked with clients and their advisors to find solutions to their wealth planning needs. She has over 20 years of experience in management positions including 15 years in the banking and finance industry. Her extensive experience includes she was the Chief Executive and Responsible Officer of Citi Insurance Brokers of Citibank (HK), Head of Cross Border Banking Services in Hang Seng Bank (HK) and Head of Cross Border Business Development in China Citic Bank International.
Ada received her BSS from The University of Hong Kong, she holds a Diploma in Trust & Estate Planning from The Society of Business Practitioners in England and a Certificate of Occupational Competence in Estate Planning and Trust Management of the People’s Republic of China. Ada is fluent in Cantonese, Mandarin and English.
Brazil Contact
Ana Cláudia Ramos
LL.B
Business Development Associate
+ 55 11 99679 3838
Ana Cláudia is the representative of Cone Marshall in Brazil, responsible for business development.
Ana Cláudia is a lawyer registered with the OAB/SP and has significant experience in the field of estate and succession planning, specializing in Brazilian legal consulting for high-net-worth individuals. Previously, she worked at one of the leading Wealth Advisory law firms in Brazil.
Born and raised in Recife, Pernambuco, she moved to São Paulo to continue her studies, where she completed her second postgraduate degree in Business Law at Fundação Getúlio Vargas – FGV Law. While still in Recife, she completed a postgraduate degree in Contemporary Civil Procedure at the Federal University of Pernambuco – UFPE, and she holds a degree in Law from the Catholic University of Pernambuco (Unicap) and in International Relations from Faculdade Damas (ARIC).
She is fluent in Portuguese, English, Spanish, and French.
Gabriela Cardoso Abbud
LL.B
Business Development Associate
+ 55 11 98965 9397
Gabriela Cardoso is a representative of Cone Marshall in Brazil, responsible for business development.
She is a lawyer registered with the OAB/SP, with ten years of experience in the field of asset management and succession planning, both in Brazil and abroad, focusing on Brazilian legal consulting for high-net-worth individuals. Her professional experience includes roles as an associate lawyer in prestigious law firms in São Paulo and London.
With extensive practical experience, Gabriela enhanced her academic qualifications through the Legal English Program in London, UK, at the London School of English. She graduated in Law from the Faculty of Law at Faculdades Metropolitanas Unidas – FMU/SP.
Fluent in Portuguese and English, she also speaks German.
For more contact information, please visit the Cone Marshall Group website here.