KR

Katrina Robinson

Chief Executive Officer

Cone Marshall Group

New York, New York


Contact Information

Email
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Company Information

Company
Cone Marshall Group
Industry
financial services
Employees
87.0
Seniority
C suite

Technologies

Outlook Microsoft Office 365 CloudFlare Hosting Google Maps (Non Paid Users) Google Maps WordPress.org Mobile Friendly Google Tag Manager Google Font API AI

Keywords

fiduciary services wealth planning asset protection trust management international estate planning corporate services cross-border taxation family office multi-jurisdictional trust wealth structuring legal compliance private banking tax residency trust establishment financial investments real estate management tax planning investment advisory multilingual services trusteeship international law succession planning high net worth families due diligence governance structures professional advisors conflict resolution client relationships cultural sensitivity private wealth management company formation foundations & partnerships collectibles management financial regulations audit & compliance client privacy global financial services expert guidance strategic expansion business development community support pro bono work ethical standards humanitarian efforts cultural advocacy regulatory compliance financial institution partnerships trust & estate planning international asset management b2b

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