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Cone Marshall and Delta Asia Financial Group Collaborate to Establish DACM Family Office Advisory for Wealth Planning

Oct 30, 2024•over 1 year ago
Hong Kong SARFinancial ServicesFinanceBankingConsulting

Product Description

Cone Marshall has partnered with Delta Asia Financial Group to launch the Delta Asia Cone Marshall Family Office Advisory Limited, which aims to provide tailored wealth and succession planning services for families in the region.

Company Information

Company

Delta Asia Cone Marshall (DACM) Family Office Advisory Limited

Location

Hong Kong SAR, China

About

Cone Marshall is a leading legal and fiduciary services firm founded in 1998 in New Zealand, specializing in estate planning, asset preservation, and wealth management for global families. The firm has expanded internationally, operating in 14 key markets and offering a range of services including tax planning and trustee services. Delta Asia Financial Group, established in 1935, is the largest family-owned bank in the region, providing integrated services like banking, securities investment, insurance consultancy, and wealth management. Together, they have launched Delta Asia Cone Marshall Family Office Advisory Limited to support family growth and wealth planning in Asia.

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