Trusts & Foundations

Discretion and diplomacy are central to our service, so you can be assured your needs will be met with sensitivity and respect.

A Trust or a Foundation may be used for a variety of personal, estate, financial and business planning objectives to make sure that assets are passed on in the most efficient way for the future. They are often used in combination with underlying entities to which ZEDRA can also provide administration services.

Creating a trust during your lifetime is an established way to plan the transfer and preserve your wealth for future generations or good causes. Whether you want to provide a future income stream or want guidance on who should be the Protector, Enforcer and Guardian of your family trust structure, we can help.

We can deal with all aspects of trust creation and can act as the professional trustee named in the trust deed either in your lifetime or on death or assist those already acting as a trustee.

We are often asked to appoint an investment manager and monitor performance as well as make distributions to beneficiaries and handle annual trust accounts and tax returns.

Access to a wealth of multi-jurisdictional knowledge to help you comfortably navigate what can be a delicate process.

Our Trust and Foundation work includes structuring, management and administration for:

  • Discretionary & Fixed Trusts
  • Reserved Powers Trusts
  • Private Trust Companies
  • STAR Trusts
  • Sharia-observant Trusts
  • Charitable Trusts
  • Insurance Trusts
  • Purpose Trusts
  • Family Foundations
  • Purpose Foundations
  • Charitable Foundations
  • Succession Planning Foundations
  • Revocable Trusts
  • Unit Trusts
  • Trusts used for Estate Planning
I want to thank you for the most professional work, care and respect you have shown me and my family. I haven’t had a moments worry in the whole time since that first contact call!
Sylvia and Cyril B.
Australia
Perfect service from start to end and a complex case, all achieved courteously and efficiently.
Will G.
Dorset
We would like to thank for your kind assistance over the past eighteen months or so. Whilst some people elect to deal with such matters themselves, we are convinced that we couldn’t have done it without you. So, once again, thank you.
David S.
France
I’ve found working with ZEDRA means I don’t have to worry that my clients aren’t going to receive the best possible service.
Will Writer
Leeds, UK
Thank you again for your typical ‘ Zedra-style’ professionalism, friendly accessibility , and efficiency. It is much appreciated.
David and Marion C.
London
Just had a call with Roger. Feel so relieved and happy so thanks.
Eileen N.
London
Communication and support from the team is quick and easy, which in itself is very reassuring.
David S.
France

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

Helping you with your Estate Planning needs

Our unique wealth of Estate Planning knowledge and experience guarantees that your affairs are in the best possible hands.