Teton Trust Company LLC

Jackson, Wyoming

 

Representative Offices:

New York, NY, USA  
Miami, FL, USA

Board of Directors

David Harris

Chairman, Board of Directors

Read More

David Harris has over 40 years of practical experience in both law and investment banking, specializing in UK private and international business clients, as well as public companies. Early in his career, he practiced law for 12 years and became a partner in the London law firm of Nabarro Nathanson focusing upon taxation and property law.

After leaving Nabarros in 1982 he joined NM Rothschild & Sons Ltd., London investment bankers, where he pioneered the development of the Bank’s international trust business and lead this for the next 26 years. In 1985 he became a Fellow of the Institute of Taxation by thesis on the taxation of private companies.

In 1987 David was appointed to the main board of NM Rothschild & Sons Limited in London. He also served as a director of many other Rothschild Group companies outside the UK and worked with senior members of the Rothschild family.  In the same year David was appointed the London CEO of the Rothschild Trust Group which became successful in Europe, the USA, Latin America, Asia and South Africa.

David became non executive in 2005 and was later appointed Chairman until his retirement in 2008.

Geoffrey Cone
LLB, BA, TEP

President and Treasurer of the Board of Directors

+1 510 935 8897

Read More

Prior to forming TTC, Geoffrey Cone founded the law practice Cone Marshall Limited (“Cone Marshall”), then known as Cone and Co., in Auckland, New Zealand in 1998. Cone continues to serve as Principal of Cone Marshall and practices in the area of trust and tax planning.

Cone began practicing commercial litigation as well as tax and trust advisory work in 1980. As Partner and Chairman of Partners at a leading Christchurch law firm, his tenure was marked by cases at all levels of the New Zealand courts as leading counsel and the Privy Council in London.

Later, Cone took his comprehensive litigation and advisory experience and further applied it by serving as a litigator in the British West Indies for two years. Cone graduated from University of Otago, Dunedin, New Zealand with an LLB and honours, and a Post Graduate Diploma in Tax and Trust law with distinction.

Leia mais em Português

Fundador e Diretor Sênior, Cone Marshall Limited

Geoffrey Cone é um advogado importante na área de trusts e gestão patrimonial internacional. Fundador e Diretor Sênior da Cone Marshall Limited, na Nova Zelândia, Geoffrey é uma autoridade respeitada no mercado. Ele tem compartilhado seu conhecimento e experiência em publicações internacionais como a Revista Trusts & Trustees, Rothschild Trust Review, New Zealand Law Journal, entre muitas outras.

Além disso, Geoffrey tem contribuído para a Pesquisa Mundial sobre Trusts e Disputas Internacionais sobre Trusts (ambas pela Oxford University Press), Law of Offshore Jurisdictions, International Trusts Guide, e Trident Guide to International Trusts.

Geoffrey começou sua carreira na área contenciosa commercial e na consultoria tributária e de trusts em 1980. Como sócio e sócio-diretor de um reconhecido escritório de advocacia neozelandês, capitaneou casos em todos os níveis da Justiça Neozelandesa, bem como, no Conselho Privado do Reino Unido, em Londres. Posteriormente, ele aplicou seu conhecimento e experiência em consultoria e contencioso, trabalhando por dois anos como advogado nos territórios britânicos no Caribe. Em 1998, retornou à Nova Zelândia para começar seu próprio escritório, Cone and Co., o qual se transformou em Cone Marshall Limited em 2007.
A trajetória de Geoffrey Cone o tornou um dos profissionais mais respeitados do mercado de trusts e gestão patrimonial internacional e, por esse motivo, algumas das mais bem sucedidas família do mundo, bem como as grandes instituições financeiras e escritórios de advocacia e consultoria, confiam a ele seu trabalho e seu patrimônio.

Leer más en español

Presidente y tesorero del directorio

Geoffrey Cone es un destacado abogado en materia de trusts internacionales y planificación impositiva, y es el fundador y director principal de Cone Marshall Limited. El Sr. Cone es una respetada autoridad dentro de su industria, y como tal, ha compartido su vasto conocimiento y expertisse en publicaciones tales como “Trusts & Trustees”, “Rothschild Trust Review”, y “New Zealand Law Journal” entre otras.

Asimismo, ha contribuido con “the World Trusts Survey” e “International Trust Disputes” (ambas pertenecientes a la prensa de la Universidad de Oxford), “Law of Offshore Jurisdiction”, “International Trusts Guide” y “Trident Guide to International Trusts”. El sr. Cone comenzó su carrera como litigante en materia comercial y como asesor impositivo y en materia de trusts en la década de 1980. Como socio y presidente de socios de una destacada firma de Christchurch, su experiencia fue marcada por casos en todos los niveles en los juzgados neozelandeses como un destacado asesor y en el Consejo Privado de Londres.
Luego, el Sr. Cone tomó su vasta experiencia como litigante y asesor y la aplicó sirviendo como litigante en las Indias Occidentales Británicas por dos años. En 1998 regresó a Nueva Zelanda para constituir su propia firma: Cone and Co., la cual luego sería reconvertida en “Cone Marshall Limited” en el año 2007. La larga e ilustrativa carrera del Sr. Cone lo ha convertido en una figura principal en planificación impositiva y trusts internacionales, motivo por el cual algunas de las familias más acaudaladas del mundo, principales bancos y respetados abogados y asesores le han encargado a su firma sus trabajos y activos.

Katrina Robinson
Bar Admission: State of New York
Admitida por el BAR en el Estado de
Nueva York

CEO & Executive Director,
Member, Board of Directors
+ 1 917 331 3695

Read More

Katrina Robinson is responsible for business operations in the U.S., business development, and acting as a liaison with the Cone Marshall group. Robinson is an attorney admitted to practice in New York. She has worked with family offices and private clients. Prior to law school, she worked as a portfolio manager with an international wealth management team at the Royal Bank of Canada in New York City. Originally from Kingston, Jamaica, she is a graduate of Princeton University, University of Cambridge and Cardozo School of Law.

She speaks Spanish and Portuguese.

Leia mais em Português

CEO e Diretora, Teton Trust Company

Katrina Robinson é responsável pelas operações nos Estados Unidos, pelo desenvolvimento de negócios e atua como ponto de contato com o Grupo Cone Marshall. Katrina é advogada admitida na New York Bar Association e trabalha há anos com clientes pessoas físicas, famílias e family offices. Anteriormente à carreira jurída, ela trabalhou como gerente de portfólio de um time internacional de wealth management do Royal Bank of Canada em Nova Iorque. Nascida em Kingston, na Jamaica, Katrina se formou na Universidade de Princeton, na Universidade de Cambridge e na Cardozo School of Law.

Ela é fluente em inglês e espanhol e fala português.

Leer más en español

CEO y Directora Ejecutiva, Socia, Miembro del directorio.

Katrina Robinson es responsable de operaciones de negocios en los Estados Unidos, desarrollo de negocios, y actúa como nodo del grupo Cone Marshall.

La Sra. Robinson es una abogada con matrícula habilitante para practicar derecho en Nueva York. Ha trabajado con Family Offices y clientes privados. Previo a sus estudios de derecho, trabajó como administradora de carteras con un equipo de administración de patrimonio internacional en el Royal Bank of Canada en la Ciudad de Nueva York. Proveniente de Kingston, Jamaica, se graduó en la Universidad de Princeton, Universidad de Cambridge y facultad de Derecho de Cardozo de Nueva York.

Habla español y portugués.

Paolo Panico

Member, Board of Directors

Read More

Paolo Panico has experience in law and business as the Chairman of Private Trustees SA, an independent and regulated trust company based in Luxembourg. Panico, who speaks eight languages, is qualified as a solicitor in Scotland and as an avocat in Romania, and on such basis is a member of the Luxembourg Bar. He also serves as an adjunct law professor at the University of Luxembourg and the University of Liechtenstein, where he teaches international and comparative trust law.

In May 2016, Panico was appointed Deputy Chair of STEP, Benelux branch, and he had served as Treasurer of the Milan branch from 2006 to 2010. Panico is a member of the International Academy of Estate and Trusts Law (TIAETL), Vice Chairman of the International Tax Planning Association (ITPA), and a member of the Italian Trust Society (Associazione “Il Trust in Italia”) where he served as a council member from 2008 to 2011.

His publications include Private Foundations. Law and Practice (Oxford University Press, 2014) and International Trust Laws (Oxford University Press, 2010; second and entirely revised edition, 2017).

Douglas Barnes

Member, Board of Directors

Read More

Douglas Barnes is an attorney and member of the New York Bar. He has a focus on corporate law practice on early-stage companies and technology-related transactions. Before embarking on a career in law, Barnes had a fifteen-year career in the IT field that progressed from developing banking and accounting software to co-founding the security software company C2Net (now part of Red Hat). Prior to launching his own law firm in 2015, Barnes practiced corporate and technology transactions law at Sullivan and Cromwell, Milbank, and Gibson Dunn. Barnes grew up very close to Wyoming, in Fort Collins, Colorado, and maintains close connections to the area. Barnes received his J.D. from the University of Texas School of Law and also has a B.S. in Computer Science from Colorado State University and a B.A. in Humanities from the University of Texas at Austin.

Abbie Flaherty
LLB, BA, TEP

Director of Trustee Services,
Member, Board of Directors
+1 307 699 9755

Read More

Abbie Flaherty is the Director of Trustee Services of Teton Trust Company, and a Board Director of Teton Trust Company. Abbie has worked for the Cone Marshall Group since 2012. In July 2019, she transferred from Cone Marshall Limited in Auckland, New Zealand to Teton Trust Company’s office in Jackson, Wyoming.

Abbie is working towards New York State bar admission, having passed the New York Bar Exam in February 2020. Abbie is a Barrister and Solicitor in New Zealand where she holds a current practicing certificate and is a member of the New Zealand Law Society. She is a also a full member of the Society of Trust and Estate Practitioners.

Abbie completed her conjoint degrees LLB/BA at the University of Canterbury in Christchurch in 2010, New Zealand, and spent her final semester at the University of Copenhagen, Denmark.

Brynn Powell

Trust Officer
+1 307 201 5225

Ivar Brock-Utne
CPA, M.Acc

In-house Accountant
+1 307 201 5275 

David Bertsch
J.D

Legal Associate
+1 307 201 5275

Trevor Johnson

Trust Officer
+1 307 201 5275

Mattie Hagerty

Administrator
+1 646 326 4172

Nancy Sanchez

Administrative Assistant
+1 307 201 5275

Allison McCuskey

Assistant Accountant
+1 307 201 5275