What We Do
Our wealth of knowledge and experience, combined with our collegiate culture, enable us to deliver a first class bespoke service to our clients, their families and their advisers ensuring that requirements are clearly understood and objectives are fully met.
Supported when appropriate by the legal expertise of our team at Cone Marshall, we enjoy decades of experience in assisting clients in finding the best solution and suitable service providers to establish and manage the required structures to hold their international property, protect their assets and provide for family succession and governance. Our lawyers are trained to offer objective and independent advice, providing a trusted global overview and ensuring all the work done on our client’s behalf is carried out in the smoothest and most responsive way possible. Seamless collaboration between family lawyers, accountants, family officers and investment advisors is the root of each client’s success. As primary advisors, Cone Marshall Swiss Trustees unites these relationships.
We believe the following are essential elements of a successful client relationship:
- clear communication
- mutual understanding of requirements and expectations
- accessibility of directors and staff
- quality and timely delivery of information
- continuity of service
- transparent and fair pricing
Recognising that our clients have individual requirements and expectations, we build our service offering around those specific needs to provide a bespoke solution.
We believe in building long term partnerships with our clients and their professional advisers and as a result, we have earned our reputation as one of the leading fiduciary service providers.
This is a reputation we are focused on maintaining.
Across the Cone Marshall Group, we recognise that our people and teamwork are the key to our reputation. We attract the best people to our team, identify and nurture talent, encouraging professional development and offering career development.
Our international presence, strength in depth and intellectual firepower means that we have the cross-jurisdictional capability and experience to deal with increasingly complex issues and reporting requirements, which require the application of a broad range of skills, experience and commercial know how.
Under the relevant Codes of Practice for Trust Company Business, Cone Marshall Swiss Trustees are required to ensure that the staff we employ demonstrate appropriate qualifications, experience, competency and a broad, complimentary skill set.
In terms of professional qualifications, we exceed the requirements set by our regulator across the organisation and, at senior level, consistently achieve a rate of 100% professionally qualified staff.
Our approach to our people is rewarded by their loyalty. Our staff retention level is excellent compared to that of our competitors. Feedback confirms that our clients not only value the knowledge and intellect of our people, but also the consistently high standard and continuity of the service we offer.
Our clients appreciate our culture of traditional service, delivered by an enthusiastic and experienced team, using state of the art technology and systems.