Banks

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  • For nearly 20 years, Grandtag Financial Group has been recognized as a leader in the development of life insurance based wealth structuring and transfer planning solutions for affluent individuals and executives of many multi-national corporations.
  • Grandtag has in place referral agreements and partnerships with over 20 of the world’s largest financial institutions and is connected with a broad network of intermediaries in countries across the globe. These associates include prestigious financial institutions, accounting firms, legal brokerage firms, tax specialists, stockbrokers, immigration service advisors and independent financial advisors.
  • Grandtag have proven ourselves to enhance financial institutions’ ability to meet the generational wealth transfer planning needs of their global clients.