Family Office

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By choosing us as your partner, you can grow at a pace that suits your strategic goals, as you can tap into expertise whenever and wherever you need.

There are a myriad of reasons why a family business would choose to set up a Family Office but how do you go about setting it up and what key expertise do you want to have in-house or want to outsource?

By choosing us as your partner, you can grow at a pace that suits your strategic goals, as you can tap into expertise whenever and wherever you need.

We make sure to acquire a full understanding of your family’s context and dynamics to appreciate all the challenges you face now or may face in the future. We ensure we make your wealth easier to manage and, therefore, easier to enjoy.

How we help

Partnering with your trusted advisers, your own Family Office and wealth managers, ZEDRA offers the ultimate tailored and flexible arrangement.

Management support to multi-generational and international ultra high net worth families.

Our family office support includes:

  • Family office business governance advice
  • Tax and estate planning
  • Philanthropic strategies
  • Asset cataloguing and insurance support
  • Day-to-day administration and management of family’s affairs
  • Lifestyle management
  • Alternative investment administration
  • Private funds set-up and administration
  • Consolidated reporting as required. Our Fiduciary Services can provide asset allocation and independent bench marking for single and multi-banked scenarios

Our Private Client Team

Charlotte Murtagh

Head of Private Office

Richard Wakeham

Group Head of Commercial

Jacqueline Shek

Senior Adviser, Trust Services

Wendy Sim

Managing Director

Mario Cohn

Managing Director

Joanna Mulhern

Managing Director
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
Dubai

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