A PASSION TO GO BEYOND
Tailored strategies for wealth, legacy, and continuity.
SOPHISTICATED WEALTH PLANNING
Helping families navigate complexity with clarity.
LEGACY BEYOND GENERATIONS
Preserving what matters most for the future.

Wealth Planning

Preserving wealth across generations requires more than investment growth. It demands careful structuring, strategic risk management, and long-term foresight.

At Grandtag Singapore, we work closely with clients to develop bespoke wealth planning strategies that help protect family wealth, create liquidity, and support smooth intergenerational transfer. By integrating life insurance within a holistic planning framework, we provide tailored solutions that evolve alongside our clients’ personal, family, and business priorities.

Legacy Planning

Legacy planning is a deeply personal journey that goes beyond the transfer of wealth. It is about preserving family values, maintaining continuity, and preparing future generations for lasting stewardship.

At Grandtag Singapore, we provide bespoke succession and legacy planning strategies designed to address the unique dynamics of each family. Through a holistic and forward-looking approach, we help families navigate intergenerational transitions with clarity, confidence, and continuity.

Who We Are

Asia’s market leader in wealth and legacy planning
Bespoke approach to meet clients’ needs
Global access to international solutions
Award-winning capabilities, industry-recognised platform
24/7/365 access to account information with its high-tech, high-touch model
Trusted by high-net-worth individuals, families, and business owners across generations

News & Insights

From thought leadership and market perspectives to corporate milestones and strategic collaborations, explore the latest developments shaping Grandtag Singapore’s continued growth and presence in the wealth and legacy planning landscape.

Affluent Women Force Rethink Of Legacy Planning In Asia-pacific

Stable growth and early engagement shift advice beyond transactional transfers. Insurers and advisors in the...

Martin Wong: Why Legacy Planning Must Be Values-Led

Grandtag Financial Consultancy’s Asia chief Martin Wong shares a commentary with finews.asia about not losing...

Asia’s Wealth Insurers Face Rising Compliance Pressure

Asia’s wealth insurers face rising compliance pressure Stricter anti-money laundering and disclosure rules are slowing...

Grandtag’s Wealth Management Outlook 2026

Martin Wong For Asia’s HNW and UHNW families, wealth has gone global – and managing...

Martin Wong: What We Can Learn From Successful Asian Families

For wealthy families in Asia Pacific, the stakes of legacy planning could not be higher:...

Exceptional Brand Experiences Lauded At Asian Experience Awards 2025

Across Asia, companies are elevating their role beyond delivering products and services to shaping experiences...