Karen Marshall and Geoffrey Cone: The Brains behind Cone Marshall’s Success

Cone Marshall is a trust and international tax law firm established in 1999. It principals are Geoffrey Cone and Karen Marshall and its offices are at the Parnell House, Level 3 in Auckland, New Zealand. The firm can be contacted through their website or via telephone on +64 9 307 3950.Their main area of business is to offer its client’s tax planning and global wealth advice and help them establish partnerships, companies and New Zealand trusts. Cone Marshall strives to operate under the highest principles of trust and tax transparency and at the same time provide its customers with the most trusted advice on trust law and international tax.
Karen Marshall has a long history in the law industry having worked for ten years in a law firm in London. Her specialty at the law firm in London was Commercial Litigation. She made her move to Cone Marshall in 2005 and was made principal in 2006. She is very experienced in managing trusts in general and utilizes the experience by acting as an advisor to statutory trustee companies.

Geoffrey Cone has been in the business of providing trust and trustee management and international tax and trust planning services since 1980. His skills in the business earned him the tag Quintessential Tax Lawyer in an article that serves as a Law Firm and Experts Directory. Geoffrey has also not been one without an opinion about New Zealand’s tax system and its corporate sector with particular regard to the banking industry. In 2012, he posted an article titled ‘Model of Tax Transparency’ on social media with the hope that it would get rid of the idea that New Zealand had a secretive banking industry and that it was a tax haven. He made certain that he let people know that New Zealand followed strictly the principles that were outlined in the gold standard for transparency in the 2002 OCED (Organization for Economic Co-operation and Development) model agreement exchange of data relating to tax.

Mr. Geoffrey Cone also sought to let people know why New Zealand had seen an influx in foreign trusts in the recent past stating that it was because of people’s view of New Zealand as a safe country to have their trusts administered in. He continued to add that the country’s good laws and substantial professional and legal infrastructure had a part to play in causing the increase in the number of foreign trusts.

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