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Celebrating the occasion of financial specialisation qualification accreditation, during which “Family Legacy Planner” Certificates are bestowed upon Grandtag professionals

24 May, 2017

There are about three millions private enterprises that are bound to come face to face with the challenges on legacy planning in the next five to ten years. “The legacy planning on Chinese family enterprises is not optimistic, only 4% of the Hong Kong family enterprises have a comprehensive legacy plan,” the PwC survey stated.

Grandtag is committed to providing professional family business succession planning services and is fully prepared to conduct the business with well-equipped professional legacy planning knowledge. For instance, Grandtag professionals took part in the “Family Legacy Planner Course” organised by Legacy Academy in a continuing bid to further hone their skills for the purpose of effectively developing a complete spectrum of family legacy planning services.

On May 23, 2017, “Legacy Dinner and Family Legacy Planner Course Graduation Ceremony” was held by Legacy Academy. On this occasion, Qualified Family Legacy Planners certifications were conferred on Grandtag’s financial consultants, which included Gollum Shau, the Chief Distribution Officer, Anthony Wong, Senior Vice President of Business Development Department and Claudia Ho, Vice President of Business Development Department.

The qualified Family Legacy Planners would persist in their studies and comply with the code of conducts, in pursuance of maintaining the professional competence and integrity. Grandtag’s Family Legacy Planners are dedicated to attaining specialisation in customising the legacy blueprints for clients in order to suit their individual needs.

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Mr. Jameson Leung, Founder and Chief Executive Officer of Grandtag Financial Group, and Dr. Michael Y.K. Chan, the Honorary Chairman of Legacy Academy, shared their legacy planning experiences during the ceremony.

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Dr. Gollum Shau, Chief Distribution Officer of Grandtag Financial Group, received the “Family Legacy Planner” certificate award.

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Mr. Anthony Wong, Senior Vice President of Business Development Department of Grandtag Financial Group, received the “Family Legacy Planner” certificate award.

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Ms. Claudia Ho, Vice President of Business Development Department of Grandtag Financial Group, received the “Family Legacy Planner” certificate award.

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Family Legacy Planners Graduation Ceremony 2017

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