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A Passion to Go Beyond

Holistic Wealth Planning


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.

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.

Amidst a backdrop of aging populations in Asia, health and wellbeing are critical to achieving quality of life beyond just wealth. By collaborating with specialists, including the first-of-its-kind Global Health Family Office, GFC delivers on the need for expert and knowledge health 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