Who We Are
Cone Marshall (San Marino) is part of the ConeMarshall Group, a multifaceted, independent firm providing legal advice and fiduciary, administrative, and accounting services for the structuring, protection, planning, and succession of wealth.
Cone Marshall (San Marino) was incorporated in 2022. San Marino is the world’s oldest and smallest republic, with a law system based on the ius commune, deriving directly from Roman law.
In 2010, San Marino introduced a new trust law combining common law and civil law elements, which particularly suits the needs of civil law trust settlors. Among other things, the San Marino trust law provides for a clear definition of a trust as well as the possibility for a trust deed to confer the power to appoint beneficiaries, rather than itself appointing the beneficiaries.
Furthermore, the trustee’s activity is fully supervised by a central authority, and any controversies regarding a trust matter in San Marino are subject to the specialized court.
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 Brazil, the British Virgin Islands, Hong Kong, Italy, Paraguay and the United Kingdom, Uruguay and a representative office in Dubai and Monaco. Cone Marshall has joined forces with Investa Trust to add additional offices in Spain and Curaçao. From these offices we cover every key jurisdiction in the world.
Cone Marshall works closely with an experienced global network of professional advisors as well as banks, trustees, and other institutions. We have particular expertise in resolving conflicts of law across multiple legal systems, via the coordination of the right advisors in each country.
The Group is entirely independent and is not tied to any legal or financial service providers.
We firmly believe that meaningful advice involves an understanding of a client’s – usually a family’s – background, philosophy, and culture. Dealing with a problem requires not only legal expertise but also a knowledge of and sensitivity to a client’s long-term interests and aspirations. This understanding is an integral part of the service and solutions we provide.
As part of the Group’s ongoing mission to offer a wide range of solutions for its clients, from 2022, Cone Marshall is excited to be able to expand its offerings to include professional trustee, resident agent, protector and legal and tax assistance to individuals and companies.