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Our Capabilities

To deliver wealth structuring and transfer planning solutions.

Grandtag partners with global private banks, family offices, law firms, external asset managers and tax professionals to deliver wealth structuring and transfer planning solutions.

With A Passion to Go Beyond, we have now developed our capabilities beyond insurance, to be capable of delivering an holistic suite of value added services across Wealth, Health and Legacy Planning.

 


Planning Expertise

Our qualified professional consultants are committed to work with every client personally and using our planning expertise to provide strategies that best meet client evolving needs.


Tax & Legal Understanding

Knowledge of the legal, regulatory and tax implications in many countries we serve.


Governance

Systematic solicitation process to meet individual and market requirements to protect the interests of our clients and working partners.


Client Confidentiality

Client confidentiality and approval processes in place to eliminate conflicts that may occur due to multiple sources working on the same client.


Private Client Service

Maintain ongoing commitment to service clients annually to ensure suitability of their plans.