ZEDRA

ZEDRA is a global trust, foundation and private wealth provider. Professional trustee services are core. UK trust setup may involve ZEDRA Legal Services, which is a separate description from the trustee appointment.

The legal entity acting as trustee matters. Confirm which regulated entity would actually be appointed.

ZEDRA may be relevant to HNW/UHNW individuals, families, entrepreneurs, family offices and advisers.

Published global reach: Very high.

Published reach is very high. Multi-jurisdiction fiduciary capability — confirm the governing-law and trustee jurisdiction directly.

Trust services are described as core.

Setup coordination, trustee appointment, governance, distributions, records and beneficiary communications should be confirmed against the entity that would actually be appointed. This page does not say the provider drafts the deed.

Professional trustee services are a core part of the published offering.

A professional trustee is not merely a nominee. It assumes fiduciary responsibilities under the governing law. Those responsibilities can include discretion, trustee meetings, distributions, records, compliance and investment oversight.

Discretionary, fixed, reserved-powers, STAR, Sharia-observant, charitable, purpose, revocable and other trusts.

The available trust structures depend on governing law.

Private trust company support is described as core and available.

Where a private trust company is used, family participation sits alongside board governance, professional administration and the rules of that jurisdiction. A private trust company does not remove fiduciary, tax or reporting obligations.

Family, purpose and succession-planning foundations.

A foundation is not simply another name for a trust. In many systems it has its own legal personality, with founder, council and beneficiary roles that have to be read under local law.

Broad private wealth, investments, businesses and specialist assets.

Acceptance of a particular asset is a decision for the trustee. This page does not say every provider will hold every asset a family owns.

Cross-border planning support is described as strong. Confirm that this means fiduciary implementation for the jurisdictions involved.

Settlor residence, trustee residence, beneficiaries abroad, governing law, asset location, recognition of the trust, reporting and distributions across borders can each change the analysis. This is not a tax conclusion for a particular family.

Works alongside professional advisers. UK trust setup may involve ZEDRA Legal Services.

Trustee services, legal advice and tax advice may be provided by different firms.

Administration, annual accounts, tax-return coordination and beneficiary distributions.

Trust accounts, distributions, KYC, and coordination with tax filings should be confirmed in writing. Confidentiality is not the same as an absence of CRS, FATCA or beneficial-ownership reporting.

Succession and estate use is described as exceptional.

Multi-generational ownership, a family business, family governance and continuity after death or incapacity are wider questions. They are mapped on estate planning and succession.

No public fee figures were used for this page. Request a written setup and annual administration fee schedule.

A written schedule may separate establishment, trustee acceptance, the annual trustee fee, administration, accounting, tax reporting, investment oversight, distributions, private trust company administration, foundation administration and specialist-asset charges. Only the items the appointed entity actually charges should be on that schedule.