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Holistic Solutions

Add value to our clients through a holistic approach

For years, Grandtag has been collaborating with best-in-class specialists, capitalizing on world-class financial products from top-ranking international providers in conjunction with our innovative offerings. We strive to add value to our clients through a holistic approach that delivers privileged services across three focus areas: Wealth, Health and Legacy Planning.

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.

Health Planning

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.

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.