A Passion to Go Beyond
Wealth, Health and Legacy Planning
A Passion to Go Beyond is taking Grandtag to be the leader in life-insurance based wealth structuring and transfer planning solutions for high net worth families, giving them a high level of security, comfort and peace of mind.
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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