Wealth Structuring

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ZEDRA offers an innovative approach, offering our private clients more active and agile solutions.

Setting up a structure such as a Trust, Foundation or Private Fund is a way to build and protect lasting wealth, streamline multiple investments, manage wealth transfer, ensure the security of your assets during periods of political or economic instability or even family conflicts, or set up philanthropic initiatives.

The options are many and complex. And whilst certain structures may be suitable for one client, that does not make them suitable for another.

This is why you need a highly skilled and experienced partner to help you choose and set up the best structure, or combination of structures, for your specific needs.

Our Private Client Team

Richard Wakeham

Group Head of Commercial

Jacqueline Shek

Senior Adviser, Trust Services
Hong Kong

Wendy Sim

Managing Director

Mario Cohn

Managing Director

Joshua Kendal

Director, Active Wealth

Joanna Mulhern

Managing Director
Isle of Man

David Rudge

Head of UK
London, Holborn

Yong Sen Goh

Head of Wealth Planning

Tomás Alonso

Managing Director

Jon Olson

Managing Director
South Dakota

One of ZEDRA’s core principles is to develop an in-depth understanding of your unique requirements as an established foundation, ensuring that we deliver a solution that’s designed specifically for you.

That specialist insight allows us to structure the appropriate solution from a broad spectrum of options, aligning it to the advice you are getting from your other professional advisers.

Our wealth structuring support includes:

  • Trust and Foundation related solutions
  • Establishment, management and administration of Private Funds
  • Estate planning
  • Philanthropy
  • Formation and management of any other suitable vehicles to preserve capital, safeguard assets through multi-generational planning

What is Active Wealth?

Safeguarding your wealth for today and tomorrow

My clients always say good things about their experience with the team at ZEDRA, and we work well as one team supporting our clients.
London Law Firm

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