APAC Insider- Singapore Business Awards 2024 cc Grandtag Financial Consultancy (Singapore) Pte. Ltd. has served as one of the country’s leading financial advisory firms since operations commenced in the country back in 2007, on the back of the company’s Hong Kong headquarters being established just prior to the dawn of the new millennium in 1999. This licensed financial advisor is registered with the Monetary Authority of Singapore and specialises in providing expert and tailored advisory to those affluent and high net worth individuals situated in an array of markets across the Asian continent. We catch up with the Regional CEO, Martin Wong who tells us more about the firm and its distinction in this space. It is the mission of Grandtag Financial Consultancy to provide personalised, holistic solutions through an exemplary international broking platform that can cater to the changing and diverse needs of its clients in Asia, securing and protecting their most valued interests. Taking a proactive approach to succeeding in this mission, the firm’s services revolve around delivering unparalleled advice and guidance on legacy and wealth planning, ensuring that the assets of its clients can pass from generation to generation seamlessly and effectively. When it comes to wealth planning, the team demonstrably mitigate future risks by applying life insurance as part of this holistic approach, crafting a unique and wellstructured plan that focuses particularly on vital areas that includes wealth transfer, liquidity planning, asset protection, tax optimisation, and philanthropy. This strategy empowers the team in offering solutions that are bespoke and efficient, tailored to the unique needs and situations of individual clients, their families and businesses. The business’ legacy planning has been designed specifically to focus on the continuance of family values, culture, and wisdom, guiding families through the process based on several factors such as value consensus, relationship sustainability, enterprise succession, knowledge transformation, and wealth management. Instrumental to the sustained success of Grandtag Financial Consultancy has been its effectiveness in establishing trusted, lasting relationships with global insurance companies. Further aiding the firm in its aims, it has succeeded in fortifying a strong base and strategic presence in Asia’s two most pivotal private banking hubs, Hong Kong and Singapore. Thus, this team has carved out an enviable position for themselves as a trustworthy partner to like-minded market leaders of private banks, trustees, family offices and external asset managers. Offering its services to those who serve high net worth individuals and ultra-high net worth families, Grandtag Financial Consultancy has developed a particular reputation for excellence and efficiency in offering legacy, insurance, and wealth planning solutions. Elaborating further on the ways this overarching goal is achieved, Martin tells us, “with trust as the foundation, we put our clients at the centre of what we do, in advisory and guidance, and in execution and operations.” Such an ethos has proven invaluable in the firm solidifying its professional standing, speed to market, and robust compliance. Ultimately, this undercurrent of trust which runs through the business’ operations starts with the company’s staff, who excel in their duty to providing what Martin refers to as the “nexus of relationships across the business”, thus enabling the company to operate effectively across these key Asian markets. On the back of such faith in its team, Martin reinforces the firm’s approach as a “people’s business”, one where, “people make the difference in our trajectory.” Collaboration has proven integral in retaining this, and those within Grandtag Financial Consultancy are encouraged to further this by sharing their resources, experiences, and technical knowhow with their fellow colleagues. In any great business, the whole is greater than the sum of its parts, and this is certainly the case here, with everybody working together to leverage the business’ ability to win new business, and deliver success. To deliver this, Grandtag Financial Consultancy prioritises an approach that favours remaining agile, bespoke, and customised, with this trifecta serving as the definitive differentiator in the firm showcasing its distinction when compared to its competitors. As Martin explains, “We listen to the needs of our partners Best Wealth & Legacy Planning Firm 2024 - South East Asia
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