Wealth Structuring

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

Head of Commercial & Solutions, UK/Offshore

Jacqueline Shek

Senior Advisor, Trust Services

Wendy Sim

Managing Director, Singapore

Mario Cohn

Managing Director, Switzerland

Steven Bowen

Head of Channel Islands

Joanna Mulhern

Managing Director, Isle of Man

Yong Sen Goh

Director, Head of Wealth Planning

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.
Partner
London Law Firm