A Passion to Go Beyond
Holistic Wealth Planning
A Passion to Go Beyond
Holistic Wealth Planning
Headquartered in Hong Kong since 1999, Grandtag Financial Consultancy (“GFC”) is one of the largest financial advisory firms.
A Passion to Go Beyond is taking GFC beyond insurance into new collaborations with best-in-class specialists, delivering a holistic suite of solutions on a single platform.
Wealth Planning
Our strategy is to protect wealth from generation to generation. Multi-generational wealth planning is critical to clients, with managing risks as a key challenge in preserving wealth. We apply life insurance to mitigate these risks as part of our holistic approach and provide tailor-made solutions to meet clients’ evolving needs.
Legacy Planning
Family legacy succession is a journey that needs comprehensive planning. The GT Legacy Family Office (GTLFO) assists families with succession planning and the continuation of family values, culture and wisdom at the highest standards of competence and integrity in customizing legacy blueprints to meet every client’s unique needs.
Grandtag at a Glance
Our achievements to date and Our Passion to Go Beyond, is establishing a global leadership position for GFC as we continue to expand and develop across global markets.
In collaboration with global top-rated Insurers
Market leader in providing holistic wealth planning through strategic collaborations
Offering of US insurance solutions through GT Mandalay
Bespoke and integrated insurance solutions with an extensive range of wealth planning and financing solutions
Partnerships with world’s largest financial institutions and professional firms
Planning experts with proven capabilities and in-depth knowledge, serving across many jurisdictions