Wealth Management

Boutique wealth management services for business, life & legacy.

Cheng & Co, through its wholly-owned subsidiary, CC Advisory, is licensed and regulated by Securities Commissions and Bank Negara Malaysia to provide boutique wealth management services.

Frequently Requested Services

Business Risk Insurance (3R Strategy)

  • Review, Revise and Restructure
  • Improve company assets preservation
  • Achieve 10% to 20% cost savings on premium

Family Office

We are here to provide a holistic solution that is tailor-made to a family’s business, wealth, personal and corporate needs.

  • Family Financial Statements
  • Assets Performance Analysis Reports
  • Retirement, Children Education Planning
  • Efficient Family Governance
  • Estate and Trust Planning
  • Risk Management
  • Business Succession Planning
  • Labuan Foundation and Trusts
  • Tax Planning
  • Legal Advisory
  • Philanthropy Advisory
  • Lifestyle & Concierge Services

As mentioned, these are just some services that we’re frequently hired to provide. If your tax problem doesn’t fit in any of the mentioned, don’t skip. Please feel free to reach us directly to tell us of your issue.

Business Succession Planning (BSP)

Business succession planning provides business continuity and/or exit solution for business owner. It gives an idea of how a business can continue after the retirement, death, disability or leave of the current owner. In this narration, a business succession plan helps to serve as a preparation plan for a business when the business owner encounters any uncertainties.