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A Passion to Go Beyond

Wealth, Health and Legacy Planning

 

Wealth, Health and Legacy Planning

 

A Passion to Go Beyond

Wealth, Health and Legacy Planning

A Passion to Go Beyond drives Grandtag to retain its leadership in life insurance, giving our clients a high level of security, comfort and peace of mind. The strength of the Group’s extensive network and expertise enables us to offer a full spectrum of financial services to clients at all levels.

A Passion to Go Beyond is taking Grandtag beyond insurance into new collaborations with best-in-class specialists, delivering a holistic suite of solutions on a single platform.



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.


Our holistic approach has long been a part of Grandtag’s DNA enabling clients to benefit from both health and wealth planning. Caring about clients’ health and well-being, Grandtag collaborates with Advanced Genomic Solutions (AGS) to provide genetic tests (a DNA home test kit) for our clients.


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

Headquartered in Hong Kong since 1999, Grandtag pioneered international insurance brokerage and financial consultancy.


In collaboration with global top-rated Insurers


Market leader in providing health and legacy 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


Planning experts with proven capabilities and in-depth knowledge, serving across many jurisdictions


 

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