Partnering with ZEDRA
Ambition moves faster with the right partner
Bring broader capability to every client relationship with ZEDRA
Strong client relationships deepen when you can solve the next problem. When you introduce a client to another firm, your reputation goes with them. We treat every introduction with that in mind.
ZEDRA brings specialist capability across Corporate, Funds and Private Wealth, helping advisors stay central as client needs become more complex.
Backed by more than 100 years of heritage, we work with law firms, accounting firms, financial institutions, family offices, consultants and other professional advisors globally. What begins with a single client introduction can grow into a broader relationship built around shared opportunities and growth.
Start a partnership conversation
Trusted by professional advisors
70%
We work with 14 of the top 20 largest global investment banks
150+
Access to a global referral network spanning 150+ countries
200+
Professional services firms worldwide refer clients and business opportunities to ZEDRA
Where partnership creates more value
The best partnerships do more than provide a safe referral path. They strengthen your proposition and create more value for the clients you already serve.
Extend your proposition
Bring additional corporate, global expansion, fund administration, trust and fiduciary capabilities into your client relationships without having to develop these in-house.
Deepen client relationships
When a client needs support beyond your own remit, you can help them solve their issues, rather than simply pointing them elsewhere. As a result, you remain deeply connected as their needs evolve.
Bring global capability to the table
Wherever they are, and wherever they’re going, you can connect your clients with specialist knowledge. Across jurisdictions, service areas and markets. We’ll coordinate all the expertise required.
Create more growth potential together
The most valuable partnerships are built on more than referrals.
With the right partners, we identify shared opportunities, exchange market insight, support business development activity and create additional value for clients.
Many of our longest-standing relationships have evolved from a single introduction into wider collaboration across multiple jurisdictions, service lines and client relationships.
Building the right partnership
Some relationships begin with a single opportunity. Others grow into regular collaboration or a broader commercial partnership.
Referral Partners
For advisors who need trusted specialist support around a specific client need.
Whether the requirement relates to corporate services, fund administration or wealth structuring, we connect advisors and their clients with the right expertise, while complementing the advice and relationship already in place.
Active Partners
For firms working with us regularly across multiple clients, needs or markets.
These relationships are built on repeat collaboration, with teams who know how to work together and can respond quickly as new client requirements emerge.
Strategic Growth Partners
For firms where there is scope for deeper commercial alignment, senior engagement and shared growth objectives.
These relationships can include reciprocal introductions, joint business development, shared market insight and coordinated activity around priority markets and client needs.
When clients need specialist support
Your clients will not always fit neatly within one service line or jurisdiction.
ZEDRA brings together specialists across Corporate, Funds and Private Wealth to address those needs.
Corporate Services
Who it’s for
Businesses managing complex corporate, governance and operational requirements, whether they are established in one market or managing activity across several jurisdictions. This includes both international businesses entering the US and US-headquartered businesses expanding into EMEA markets.
If you are a law firm, bank, immigration advisor, consultant or other professional advisor working with businesses through growth, restructuring or operational change, we’re here to support you.
When to refer
A client may benefit from an introduction when they are:
- Establishing a company or other legal entity
- Managing ongoing entity governance and company secretarial requirements
- Needing accounting, financial reporting, tax or treasury support
- Employing and paying people through payroll and HR infrastructure
- Expanding into a new market or moving from an outsourced employment model to their own entity
- Managing different local providers across several jurisdictions
- Completing a transaction that needs an independent escrow agent or paying agent
- Hiring in a new country before setting up their own entity
We provide coordinated corporate and operational services across entity establishment, governance, accounting, tax, audit, treasury, payroll and HR. For clients operating internationally, that support can also be coordinated across markets rather than managed through separate local arrangements.
Our Corporate Services
Whether it’s helping your clients set up in a new location, managing HR and payroll, or streamlining operations through business process outsourcing, we ensure your clients’ day-to-day activities run smoothly and comply with local regulations.
Fund Services
Who it’s for
Fund managers across strategies including hedge funds, private equity and venture capital, evergreen and multi-strategy funds, real assets and funds of funds.
If you are a fund formation lawyer, auditor or other professional advisor working with managers through fund launch, growth or operational change, we provide services to add value to your client relationships.
When to refer
A client may benefit from an introduction when they are:
- Establishing a new fund, SPV or related structure
- Selecting or appointing an administrator for a new fund
- Reviewing whether their current administrator or operating model still meets their needs
- Facing more demanding investor reporting, governance or regulatory requirements
- Expanding into a structure or strategy that requires additional administration capability
- Planning to switch from their current administrator to a new one
- Appointing a third-party AIFM or management company
Our Fund Services teams support managers across the fund lifecycle, combining experienced administration teams, established operational controls and technology built around the requirements of different fund strategies.
Our Fund Services
We deliver comprehensive fund administration across asset classes and jurisdictions, led by experienced Directors and supported by fully integrated, cloud-based infrastructure.
Complex waterfalls, multi-entity structures, cross-border reporting, executed with precision, transparency, and direct accountability.
Private Wealth Services
Who it’s for
Individuals and families whose wealth may span businesses, investments, trusts, foundations and family assets across different countries and jurisdictions.
We also work with family offices and entrepreneurs where business and personal interests are closely connected.
If you are a private bank, family office advisor, private wealth lawyer, tax advisor or other professional working with private clients, we’re here to help.
When to refer
A client may benefit from an introduction when they are:
- Structuring or administering private and family wealth
- Managing business and personal interests across several jurisdictions
- Planning for succession or the transfer of wealth between generations
- Establishing or reviewing trusts and other fiduciary structures
- Looking for specialist fiduciary support alongside existing legal, tax or investment advice
- Setting up or administering a family investment company (FIC)
- Appointing a professional or independent trustee or executor
- Holding assets through a US trust, including through ZEDRA’s South Dakota trust company
Our Private Wealth specialists provide fiduciary and structuring expertise across private wealth, family offices and entrepreneurial wealth, working alongside a client’s existing advisors.
Our Private Wealth Services
Preserving capital, safeguarding assets, planning for future life events, estate planning, protecting income for future generations…we carefully devise the solutions that meet your clients’ needs.
What happens when you introduce a client to ZEDRA?
A good introduction should create momentum. We keep the process clear from the start.
1. Understand the client need
We speak with you first to understand the client, the requirement and what a successful outcome looks like.
2. Agree scope, roles and next steps
Together, we establish who speaks to the client, when, and what ZEDRA will and will not offer them. We also confirm responsibilities and next steps so everyone is clear from the outset.
3. Bring in the right specialists
We connect the you and the client with the relevant ZEDRA specialists and make sure the right expertise is involved early.
4. Stay accountable
You have a consistent ZEDRA contact throughout, with appropriate visibility as the relationship progresses.
Speak to our Partnerships Team
The capability behind the partnership
Partners bring ZEDRA into important client relationships because we combine specialist expertise with international reach and the ability to deliver at scale.
From a single technical requirement to a multi-jurisdictional mandate, we have the people, infrastructure and experience to handle the complexity.
Insights for professional advisors
Articles, guides and practical insights relevant to the issues affecting the clients you advise.
Start a partnership conversation
Long-term partnerships start with a real client need, a clear commercial opportunity or both.
If you see a strong fit with ZEDRA, let’s see how far we can take it.
Speak to our Partnerships Team
Frequently Asked Questions
ZEDRA services client in over 150 countries with its own offices in 30 locations globally. Where a client needs support in several countries, we coordinate it across markets, so you and your client deal with one provider rather than separate local firms.
Each service is delivered by the ZEDRA business licensed for it in the relevant jurisdiction. We confirm which one before any engagement begins.
No. We work alongside the advice and relationship you already have, and we agree with you at the start who leads communication with your client. If we see a need beyond the agreed scope, we raise it with you first.
We work alongside your advice, not in place of it. We agree the scope with you before we start, so it is clear what we do and what stays with you.
Yes. You can talk to us about a client’s situation without naming them, so you can check we are the right fit before you make an introduction.
You can send a short description of your client, what they need, the jurisdictions involved and any deadlines to [email protected].
Yes. Your client receives a written proposal setting out the scope and fees before any work begins.
Yes, however a relationship can begin with a single introduction, with no commitment beyond that.
We work with clients from a single entity or structure through to multi-jurisdictional groups and funds.
Yes. We regularly support clients moving from another administrator, trustee or corporate services provider, and we plan the transfer with you and your client so that deadlines and obligations are met.
You have one consistent ZEDRA contact throughout, and we agree with you at the start how often you will be updated.
Yes. We can share examples of similar work and, with their permission, introduce you to advisors who have referred clients to us.