Business Governance

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Recognised globally as a trusted and experienced pair of hands for you to rely on for all your family business set up, management and transfer needs.

No two families are the same – and the same can be said for family-owned businesses.

But one success factor common to all family businesses is ensuring that the family agrees on a long-term strategy and how it is going to achieve this.

A lack of clear goals or a clear succession plan, poor communication or conflicts within the family, combined with different visions of the business for the future, could affect business governance priorities. And with ever-demanding international compliance and regulatory landscape, the importance of ensuring that your family business is in good legal standing and that your ongoing governance meets appropriate requirements cannot be overstated.

ZEDRA provides customised governance and frameworks, highlighting and managing your business regulatory and compliance obligations to protect your reputation, and future-proof your business and wealth.

Our specialist team has supported thousands of unique family businesses.

Our Private Client Team

Richard Wakeham

Group Head of Commercial
Jersey, Channel Islands

Jacqueline Shek

Senior Adviser, Trust Services
Hong Kong

Wendy Sim

Managing Director

Mario Cohn

Managing Director

Joshua Kendal

Director, Active Wealth
Guernsey, Channel Islands

Joanna Mulhern

Managing Director
Isle of Man

David Rudge

Head of UK

Yong Sen Goh

Head of Wealth Planning

Tomás Alonso

Managing Director

Jon Olson

Managing Director
South Dakota

Sue Wakefield


Laura Tommis

Business & Relationship Manager

Our family business governance support

  • Formation and management of any needed vehicle
  • Implementing your business governance framework
  • Reviewing and evaluating your existing governance structure
  • Keeping your operational entities in good legal standing
  • Producing reports and corporate governance statements when needed
  • Handling all back-office compliance and governance
  • Helping your operations expand internationally
  • Explaining the governance, compliance and regulatory obligations as your business grows or expands internationally
  • Leading your business through the initial public offering (IPO) preparation process
ZEDRA has helped us to agree our purpose and focus on it while the team handled all the back-office compliance and governance. We have been very happy with Charlotte’s dedication and the way the team has made sure everything is done right.
Family Office Private Client

What is Active Wealth?

Safeguarding your wealth for today and tomorrow

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