NEW ZEALAND Trends and Developments
Trends and Developments Contributed by: Alex Neal, Violet Yu, Sandy Chen and Jonathon Russell Cone Marshall Limited Cone Marshall Limited is a boutique law firm head - quartered in Auckland, New Zealand, specialising in trusts, wealth management and fiduciary services for individuals, families and businesses. The firm provides legal and advisory expertise for structuring, protect - ing and planning the succession of wealth, leveraging New Zealand’s stable legal environment and favour - able tax regime. Established in 1998, Cone Marshall Limited serves as the cornerstone of the Cone Mar -
shall Group, a global, independent fiduciary network with 16 offices in 14 countries. The firm collaborates with the wide network of professionals in the Cone Marshall Group to deliver multi-jurisdictional wealth planning and administration. The Group collectively manages more than USD30 billion in assets, with the New Zealand office playing a central role in support - ing the group’s international client base and complex cross-border solutions.
Authors
Alex Neal is managing director and a board member of Cone Marshall New Zealand Limited, overseeing the firm’s operations while specialising in the establishment and administration of New Zealand foreign trusts. She
Sandy Chen is a solicitor in the legal team at Cone Marshall’s Auckland office. Before joining Cone Marshall, she began her legal career specialising in immigration law at a well-regarded New Zealand firm.
joined Cone Marshall in 2012 after working for an international financial services company, where she focused on trust structures for high net worth clients. Alex holds a practising certificate from the New Zealand Law Society and is a full member of the Society of Trust and Estate Practitioners (STEP). She earned a BA/LLB from the University of Auckland and has extensive experience advising on international trust and estate planning.
Sandy is a fully qualified barrister and solicitor of the High Court of New Zealand and holds a bachelor of laws. Born in China and raised in New Zealand, she is fluent in Mandarin and can read and write Chinese in both simplified and traditional scripts.
Jonathon Russell is an associate in the legal team at Cone Marshall’s Auckland office. Prior to joining Cone Marshall, he specialised in trusts and asset planning, estates, and family law, working at several reputable
Violet Yu is a senior associate in the legal team at Cone Marshall’s Auckland office. Before joining Cone Marshall, Violet practised at reputable New Zealand law firms, specialising in trusts and estates. She holds a
mid-sized firms. Jonathon holds a practising certificate issued by the New Zealand Law Society.
practising certificate issued by the New Zealand Law Society and is a full member of the Society of Trust and Estate Practitioners. Originally from Hong Kong, Violet speaks Cantonese and Mandarin and can read and write Chinese in both simplified and traditional scripts.
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