Trusts & Foundations

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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 & Foundations
  • Insurance Bond Trusts
  • Purpose Trusts
  • Family Foundations
  • Purpose 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.
Thank you again for your typical ‘ Zedra-style’ professionalism, friendly accessibility , and efficiency. It is much appreciated.
David and Marion C.
Communication and support from the team is quick and easy, which in itself is very reassuring.
David S.

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

Guide to setting up a Trust in the UK

At ZEDRA, we have decades of experience setting up and managing all types of trusts. Explore our guide to discover the best option, tailored to your needs.

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.