A Passion to Go Beyond

Holistic Wealth Planning

Headquartered in Hong Kong since 1999, Grandtag Financial Consultancy (“GFC”) is one of the largest financial advisory firms.A Passion to Go Beyond is taking GFC beyond insurance into new collaborations with best-in-class specialists, delivering a holistic suite of solutions on a single platform.

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.

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.

In collaboration with global top-rated Insurers
Market leader in providing holistic wealth planning through strategic collaborations
Offering of US insurance solutions through GT Mandalay
Bespoke and integrated insurance solutions with an extensive range of wealth planning and financing solutions
Partnerships with world’s largest financial institutions and professional firms
Planning experts with proven capabilities and in-depth knowledge, serving across many jurisdictions

Grandtag at a Glance

Our achievements to date and Our Passion to Go Beyond, is establishing a global leadership position for GFC as we continue to expand and develop across global markets.

Indexed Universal Life Plan

High-Net-Worth Savings Plan

Variable Universal Life Plan

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...