Tax and trusts are a particularly complex area of the law that requires a highly specialized skill set. Cone Marshall is a premier international tax and trusts law firm based in Auckland, New Zealand. Partners Geoffrey Cone and Karen Marshall are experts in all facets of trusts and wealth planning for individuals and corporations. The firm is the only one in New Zealand that practices in this specialty area.
Geoffrey Cone graduated from the University of Otago with a Bachelor of Laws degree and graduate training in taxation, being called to the bar in 1980. He quickly became partner of a well-known firm in Christchurch, where he distinguished himself as a litigator and tax advisor. After several years working as a litigator in the Caribbean, he returned to New Zealand to found Cone Marshall in 1999. As one of the foremost members of the New Zealand legal community, Geoffrey Cone is considered a preeminent expert in New Zealand trust law, taxation, and wealth management.
Karen Marshall is also a graduate of the University of Otago. She started her career in Lodnon, where she was a commercial litigator for a major city firm, quickly rising through the ranks to become partner. After ten years in London, she returned to New Zealand and joined Cone Marshall in 2005, becoming a partner in 2006. She is an expert in advising statutory trustee companies and trustees of charitable trusts, and has managed and directed trusts herself in the role of trustee.
In 2012, Cone wrote an article in which he debunked the common myth that New Zealand had become an offshore tax haven with secret banking. On the contrary, Cone showed that the popularity of New Zealand trusts is due to the stability of New Zealand’s financial and legal institutions. Moreover. New Zealand is a signatory to all of OECD’s tax transparency agreements.
The firm prides itself on its ethics and professionalism. Geoffrey Cone and Karen Marshall have set the highest standard of service to clients during their decades of service. They believe in maintaining the utmost level of transparency in all transactions and dealings.