ZEDRA

ZEDRA is a global private wealth, trust and fiduciary provider. It implements trusts, foundations and private-client structures, and coordinates legal and tax advisers. Legal advice may be delivered by a separate regulated firm.

Confirm which entity is providing legal, tax or fiduciary services. These may be delivered by separate regulated firms.

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

Published global reach: Very high.

Published reach is very high. Multi-jurisdiction capability — confirm the relevant estate, trust and legal jurisdictions directly.

Available in relevant jurisdictions. UK trusts may involve a separate legal-services entity.

Will validity and recognition depend on local law. A provider may coordinate legal drafting rather than draft the will itself.

Core capability across multiple trust and foundation types.

Trust and foundation treatment varies materially between jurisdictions.

Strong multi-jurisdiction private-client capability.

Questions can include property in more than one country, beneficiaries living abroad, business interests, different inheritance laws, recognition of wills, where assets are situated, and where the family lives. Confirm which of these the provider actually coordinates.

Coordinates with legal, tax and other professional advisers. Legal services are available in selected markets.

Published coordination is not a statement that the provider itself gives every form of legal or tax advice.

Strong family governance and succession support.

Family constitutions, councils, ownership transitions and family-business succession should be confirmed against the entity that would actually do the work.

Available in selected jurisdictions and service teams.

Probate is not a single process that works the same way in every country. Collecting assets, paying liabilities and making distributions can each depend on the local court and the local law.

Strong philanthropy support.

Director-led fiduciary and private wealth service with specialist teams.

Fees are engagement-specific. A written scope may cover advisory work, legal drafting, trustee setup, an annual trustee fee, estate administration, probate, foundation administration or family-governance work. Only the items the provider actually offers should be on that schedule.

Request a written scope and fee schedule.