CMG Fiduciary Services Limited (“CMG FS”) is founded by a group of financial professionals with decades of experience in advising UHNW individuals on succession planning.
Members of our team have professional qualifications such as Trust and Estate Practitioner (“TEP”), Certified Private Wealth Professional (“CPWP”), Chartered Financial Analyst (“CFA”), or Chartered Secretary.
We do not treat our client’s situation as an exam question that we can make on as we do not believe there is a textbook answer to every client’s situation.
Together with our clients, we aim to find a solution that is most suited to them and our biggest reward is to become our client’s lifelong partner and help them to grow.
CMG FS helps UHNW individuals plan for the distribution of their assets upon death, often through trusts. This can involve different kind of structuring solutions, including but not limited to setting up trusts, to ensure that assets are distributed according to the individual’s wishes.
We offer personalized asset distribution strategies designed to reflect the unique wishes and circumstances of each UHNW individual, ensuring their legacy is preserved.
We specialize in helping clients to set-up various types of trusts, which provide a secure framework for managing and distributing assets in accordance with the client's desires.
Trusts and other structured solutions can help clients to avoid legal disputes or mismanagement, safeguarding the client's wealth for future generations.
We will help clients to engage with legal and tax advisor to structures solutions to optimizing the overall value passed on to heirs and beneficiaries.
Beyond trusts, we offer a holistic approach to estate planning, incorporating elements such as wills, insurance policies, and charitable giving, ensuring all aspects of asset distribution are thoroughly addressed.
Company Secretary services are vital for ensuring compliance with legal and regulatory requirements, including maintaining statutory registers and filing necessary documents. A skilled company secretary supports the management team by facilitating communication, providing legal guidance, and ensuring adherence to corporate governance standards. We offer services crucial to UHNW individuals or companies to operate smoothly and in compliance with relevant laws and regulations.
We assist with company incorporation in Hong Kong (HK), the British Virgin Islands (BVI), the Cayman Islands, and other jurisdictions, ensuring full compliance with local laws and regulations.
We facilitate the opening of bank accounts for operating companies in alignment with your newly incorporated entity, ensuring a seamless transition for your financial operations.
Our team will assist in managing adherence to corporate laws and regulations, including the timely filing of necessary documents and maintenance of accurate records.
We handle communications with shareholders, including organizing annual general meetings (AGMs) and maintaining shareholder registers.
© 2025 CMG (Asia Pacific) Limited and and its related entities.
