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To deliver wealth structuring and transfer planning solutions for high net worth families.
Grandtag partners with global private banks, family offices, law firms, external asset managers and tax professionals to deliver wealth structuring and transfer planning solutions for high net worth families, accompanied with the deliverance of holistic suite of value added services across Wealth, Health and Legacy.
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
Knowledge of the legal, regulatory and tax implications in many countries we serve
Systematic solicitation process to meet individual and market requirements to protect the interests of our clients and working partners
Client confidentiality and approval processes in place to eliminate conflicts that may occur due to multiple sources working on the same client
Maintain ongoing commitment to service clients annually to ensure suitability of their plans