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Grandnotes

A Passion to Go Beyond

July 2, 2019

Going beyond to preserve and protect what is most valuable

For twenty years, we have proudly served our clients to the very highest quality standards of excellence and professionalism. Thoughout our history we have been always passionate about protecting and securing our clients’ interests as if they were our own, passing and protecting wealth from generation to generation.

With the world becoming increasingly complicated, with family members located in different jurisdictions and with different priorities, never has it been more important for high net worth individuals and their advisors to work with us to prepare for the challenges of the 21st century. Together we create tailor-made holistic solutions created and delivered with passion.

At the heart of our highly specialised solutions lies Grandtag’s passion for protecting and preserving what is most valuable. As we celebrate our twentieth anniversary since we began to serve clients in Hong Kong, it is personally a great honour to be leading Grandtag as it builds its own heritage and legacy.

As we enter a new era of our development, it’s fitting that we look back at some of our company’s key milestones. With our establishment in 1999, we pioneered international insurance brokerage and financial consultancy. Our sizable collection of industry awards covering market leadership and our outstanding insurance offerings illustrate the high regard that Grandtag is held in within our community.

We have now built on our two decades of experience to go beyond insurance into new collaborations with best-in-class specialists to offer bespoke holistic succession planning solutions.

Like an artist who blends different colours into harmony, we are able to balance wealth, health and legacy planning to create a comprehensive and bespoke solution for each client. A legacy does not only include financial assets; it also extends from preserving the family’s shared history, values, knowledge and experience to protecting and improving the health and wellbeing of every family member.

We have always had a ‘passion in everything we do’. Now, ‘A Passion to Go Beyond’ has taken us beyond insurance to provide a comprehensive suite of solutions on a single platform. Our mission is to be a leading global financial services platform for our clients around the world, offering services to future-proof our clients’ wealth, no matter what the future holds.

This is a challenging mission statement. My responsibility is to ensure that we fulfil our aims and build on our achievements to enable our clients’ families to thrive for generations to come.

Jameson Leung
Grandtag Financial Group

Jameson Leung
Grandtag Financial Group
Grandtag Financial Group

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