Advisor Profile - Claudia Shan, Cone Marshall Ltd

Claudia Shan

Cone Marshall Limited, Barristers & Solicitors

Cone Marshall is a Law firm based in Auckland. Formed in New Zealand in 1998, it now establishes and administers trusts and related entities across multiple jurisdictions, with offices in Auckland, New York, Jackson, Wyoming, Hong Kong, Montevideo, Geneva, London, Athens and Milan. 

 

Cone Marshall specialises in trusts, wealth and asset management, succession planning and fiduciary services. The firm advises on how to securely and efficiently structure wealth and plan for its succession to future generations, and it aims to meet clients' needs, whether domestic or international, individual, family or business.

 

How long have you been working with family businesses?
 

For almost 18 years.
 

What’s one of the most common mistakes you see in family businesses?

 

Lack of business succession planning by the founder/s. Complicated personal relationships and family dynamics make planning crucial. The lack of clear direction for the path forward means other family members then have no idea where they stand in relation to the future ownership and the running of the business. 
 

What is your “uh ha” moment with your clients? When they realise…

 

When they realise you have gone the extra mile to help them and you become a trusted advisor.


What gets you up in the morning (inspiration/motivation)?

 

What gets me up in the morning is the opportunity to challenge myself and learn something new.
 

What’s the key benefit of your FBA membership?

 

The opportunities to draw from the experiences of other advisors, entrepreneurs and family business owners.

 

 


 

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