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A Passion to Go Beyond
Grandtag Financial Consultancy (Singapore) Pte. Ltd. has been a leading licensed financial adviser in Singapore since 2007, with its headquarters in Hong Kong since 1999. It is registered with the Monetary Authority of Singapore (MAS).

With a strong business presence in two of Asiaโ€™s private banking business hubs โ€“ Hong Kong and Singapore, it is a trusted partner to private banks, trustees, family offices, and external asset managers.

GFC provides financial advisory and legacy, insurance, and wealth protection solutions for affluent and high-net-worth clients in markets across Asia. Its business success is based on personalised services and trusted relationships with global top-rated insurers to provide bespoke, efficient, and tailor-made solutions for clients.


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Grandtag SG

Trillions of dollars will move to the next generation over the next 20 years. However, most families only focus on wealth creation and management โ€“ and forget about transfer. ๐Ÿค

๐ŸŽฅ In this episode of The Grandtag Podcast, @David Koay and @Clement Tee , together with @Barbara discuss why running a business is not the same as owning it, why your circle of beneficiaries changes over time, and why a plan that works in one location (ie Singapore) may look very different for an heir living abroad.

At Grandtag, we believe that leaving wealth transfer to chance is not a plan โ€“ it is a gamble. Clarity today prevents conflict tomorrow. ๐Ÿก

๐Ÿ‘‰๐Ÿป Click in to read the key takeaways from the episode or watch the full episode on our profile.

#TheGreatWealthTransfer #WealthTransfer #Marriage #Adoption #Divorce #Remarriage #Podcast #TheGrandtagPodcast #TeamGrandtag #LegacyPlanning #WealthSuccession #ThoughtLeader #ThoughtLeadership #WealthManagement #CrossBorderAdvisory #NextGenLeadership #FamilyBusiness #PurposeDriven #BespokeSolution #FamilyOffice #FamilyOffices #PrivateBank #PrivateBanks #Trustees #EAMs #ExternalAssetManagers #HNW #UHNW #Grandtag #GrandtagFinancialConsultancy

21 hours ago | [YT] | 5

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Grandtag SG

As we celebrate the spirit of sacrifice, faith, and gratitude, may this holy day bring you closer to your loved ones.

Wishing you a blessed Hari Raya Haji. ๐Ÿ•‹

#HariRayaHaji2026 #EidAlAdha #BlessingsAndProsperity #Greetings #Grandtag #GrandtagFinancialConsultancy #HNW #UHNW #LegacyPlanning #WealthManagement #APassiontoGoBeyond

3 days ago | [YT] | 2

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Grandtag SG

The Grandtag Podcast Ep. 05 | The Great Wealth Transfer

In Episode 05 of ๐‘ป๐’‰๐’† ๐‘ฎ๐’“๐’‚๐’๐’…๐’•๐’‚๐’ˆ ๐‘ท๐’๐’…๐’„๐’‚๐’”๐’•: ๐‘ช๐’๐’๐’—๐’†๐’“๐’”๐’‚๐’•๐’Š๐’๐’๐’” ๐’๐’ ๐‘พ๐’†๐’‚๐’๐’•๐’‰ ๐’‚๐’๐’… ๐‘ณ๐’†๐’ˆ๐’‚๐’„๐’š, we explore one of the most significant transitions facing high-net-worth (HNW) families today - the massive intergenerational transfer of wealth.

With The Great Wealth underway, we are seeing trillions of dollars move from one generation to the next. The real challenge isnโ€™t about the money changing hands but about the ๐ฌ๐ญ๐ž๐ฐ๐š๐ซ๐๐ฌ๐ก๐ข๐ฉ, ๐ ๐จ๐ฏ๐ž๐ซ๐ง๐š๐ง๐œ๐ž, ๐š๐ง๐ ๐ฉ๐ซ๐ž๐ฌ๐ž๐ซ๐ฏ๐ข๐ง๐  ๐Ÿ๐š๐ฆ๐ข๐ฅ๐ฒ ๐ฎ๐ง๐ข๐ญ๐ฒ. In this episode, we discuss why ๐ฅ๐ข๐ช๐ฎ๐ข๐๐ข๐ญ๐ฒ is often the overlooked risk, why ๐ฌ๐ญ๐š๐ซ๐ญ๐ข๐ง๐  ๐ž๐š๐ซ๐ฅ๐ฒ matters, how families can move from ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐ญ๐ซ๐š๐ง๐ฌ๐Ÿ๐ž๐ซ ๐ญ๐จ ๐ญ๐ซ๐ฎ๐ž ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐ญ๐ซ๐š๐ง๐ฌ๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง, and the importance of ๐œ๐ฅ๐š๐ซ๐ข๐ญ๐ฒ ๐ญ๐จ๐๐š๐ฒ ๐ญ๐จ ๐ฉ๐ซ๐ž๐ฏ๐ž๐ง๐ญ ๐œ๐จ๐ง๐Ÿ๐ฅ๐ข๐œ๐ญ ๐ญ๐จ๐ฆ๐จ๐ซ๐ซ๐จ๐ฐ.

Joining the hot seat with Barbara Gonzales, Business Development Director, this episode features Clement Tee, Senior Director โ€“ Client Advisory and David Koay, CEO of British Malayan Trustee, who share their experience in preparing HNW families for the next era of stewardship.

๐ŸŽง Full episode is on our YouTube page.

#TheGreatWealthTransfer #GenerationalWealth #WealthSuccession #WealthManagement #LegacyPlanning #Podcast #TheGrandtagPodcast #TeamGrandtag #LegacyPlanning #CrossBorderAdvisory #NextGenLeadership #FamilyBusiness #PurposeDriven #BespokeSolution #FamilyOffice #FamilyOffices #PrivateBank #PrivateBanks #Trustees #EAMs #ExternalAssetManagers #HNW #UHNW #Grandtag #GrandtagFinancialConsultancy

2 weeks ago (edited) | [YT] | 2

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Grandtag SG

๐‡๐จ๐ง๐จ๐ฎ๐ซ๐ข๐ง๐  ๐ญ๐ก๐ž ๐–๐จ๐ซ๐ค ๐“๐ก๐š๐ญ ๐๐ฎ๐ข๐ฅ๐๐ฌ ๐‹๐ž๐ ๐š๐œ๐ข๐ž๐ฌ

This Labour Day, we celebrate the passion and perseverance that drive our team, our clients, and our partners to show up every day. Thank you for trusting us with what matters most - crafting lasting legacies.

Wishing everyone a well-earned rest and a meaningful Labour Day.

#LabourDay #HappyLabourDay #IntergenerationalWealth #WealthManagement #CrossBorderAdvisory #NextGenLeadership #FamilyBusiness #PurposeDriven #BespokeSolution #FamilyOffice #FamilyOffices #PrivateBank #PrivateBanks #Trustees #EAMs #ExternalAssetManagers #HNW #UHNW #Grandtag #GrandtagFinancialConsultancy

4 weeks ago | [YT] | 4

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Grandtag SG

Women now hold a third of the world's wealth - with 40% concentrated right here in Asia. ๐ŸŒ

โœจ That's the quiet shift our Chief Proposition Officer, Louise Thean, places at the heart of her latest commentary for Insurance Asia.

In the article, Louise shares how affluent women across the region are redefining legacy planning through purposeful acts of stewardship. They're asking different questions, seeking stable growth, governance, and family alignment. Gently changing an industry that has long centred on products over people.

At Grandtag, we see this not as a trend, but as a long-overdue evolution. We believe that crafting lasting legacies includes listening to the voices shaping wealth for generations to come.

Thank you, Insurance Asia, for the feature. โœจ

๐Ÿ“– Read the full article: insuranceasia.com/insurance/exclusive/affluent-womโ€ฆ

#Values #ValuesLed #WomenEmpowerment #WomenSupportingWomen #GirlBoss #PurposeDriven #WelathManagement #LegacyPlanning #ThoughtLeader #ThoughtLeadership #CrossBorderAdvisory #NextGenLeadership #FamilyBusiness #BespokeSolution #FamilyOffice #FamilyOffices #PrivateBank #PrivateBanks #Trustees #EAMs #ExternalAssetManagers #HNW #UHNW #Grandtag #GrandtagFinancialConsultancy

1 month ago (edited) | [YT] | 5

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Grandtag SG

๐ŸŽ™๏ธ In the latest episode of The Grandtag Podcast, we have Kas Leong and Peter Lam, together with Barbara Gonzales talking about "๐“๐ก๐ž ๐„๐ฆ๐จ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐’๐ข๐๐ž ๐จ๐Ÿ ๐–๐ž๐š๐ฅ๐ญ๐ก ๐๐š๐ซ๐ญ ๐Ÿ - ๐‚๐จ๐ฆ๐ฉ๐ฅ๐ž๐ฑ ๐š๐ง๐ ๐๐ฅ๐ž๐ง๐๐ž๐ ๐…๐š๐ฆ๐ข๐ฅ๐ข๐ž๐ฌ".

We ask the big questionโ€ฆ When families change structure through life events like divorce, remarriage, or blending - How does wealth planning keep up?

The episode centres around ๐’˜๐’‰๐’š ๐’—๐’‚๐’๐’–๐’†๐’” ๐’Ž๐’–๐’”๐’• ๐’„๐’๐’Ž๐’† ๐’ƒ๐’†๐’‡๐’๐’“๐’† ๐’—๐’‚๐’๐’–๐’‚๐’ƒ๐’๐’†๐’”, ๐’˜๐’‰๐’š ๐’•๐’‰๐’† ๐’‰๐’‚๐’“๐’…๐’†๐’”๐’• ๐’’๐’–๐’†๐’”๐’•๐’Š๐’๐’๐’” ๐’๐’‡๐’•๐’†๐’ ๐’‚๐’‘๐’‘๐’†๐’‚๐’“ ๐’…๐’–๐’“๐’Š๐’๐’ˆ ๐’•๐’‰๐’† ๐’๐’๐’Ž๐’Š๐’๐’‚๐’•๐’Š๐’๐’ ๐’”๐’•๐’‚๐’ˆ๐’†, and ๐’˜๐’‰๐’š ๐’‘๐’๐’‚๐’๐’๐’Š๐’๐’ˆ ๐’Š๐’” ๐’‚ ๐’๐’Š๐’—๐’Š๐’๐’ˆ ๐’‘๐’“๐’๐’„๐’†๐’”๐’” โ€“ ๐’๐’๐’• ๐’‚ ๐’๐’๐’†-๐’•๐’Š๐’Ž๐’† ๐’†๐’—๐’†๐’๐’•. ๐Ÿ“

At Grandtag, we believe that even the most complex family dynamics can be navigated with the right conversations โ€“ ๐›๐ž๐œ๐š๐ฎ๐ฌ๐ž ๐ญ๐ซ๐ฎ๐ž ๐ฅ๐ž๐ ๐š๐œ๐ฒ ๐ข๐ฌ ๐›๐ฎ๐ข๐ฅ๐ญ ๐จ๐ง ๐ฎ๐ง๐๐ž๐ซ๐ฌ๐ญ๐š๐ง๐๐ข๐ง๐ . ๐Ÿค

๐Ÿ–ฑ๏ธ Click in to read the key takeaways from the episode or watch the full episode on our YouTube channel.

#BlendedFamilies #ComplexFamilies #ModernFamily #Stepchildren #Adoption #Divorce #Remarriage #Podcast #TheGrandtagPodcast #TeamGrandtag #LegacyPlanning #WealthSuccessio

1 month ago | [YT] | 6

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Grandtag SG

The Grandtag Podcast Ep. 04 | The Emotional Side of Wealth Part 2 โ€“ Modern and Blended Families

In Episode 04 of ๐‘ป๐’‰๐’† ๐‘ฎ๐’“๐’‚๐’๐’…๐’•๐’‚๐’ˆ ๐‘ท๐’๐’…๐’„๐’‚๐’”๐’•: ๐‘ช๐’๐’๐’—๐’†๐’“๐’”๐’‚๐’•๐’Š๐’๐’๐’” ๐’๐’ ๐‘พ๐’†๐’‚๐’๐’•๐’‰ ๐’‚๐’๐’… ๐‘ณ๐’†๐’ˆ๐’‚๐’„๐’š, we explore one of the most sensitive realities facing high-net-worth (HNW) families today - how modern family structures are reshaping legacy planning.

As family dynamics grow more complex, legacy planning can no longer be approached as a one-size-fits-all conversation. In this episode, we discuss how divorce and remarriage can complicate beneficiary nominations, why passing on without a will may leave stepchildren and adopted children unprotected, and the importance of asking difficult yet necessary questions - even when there is hesitation. We also highlight how regular reviews help ensure legacy plans remain aligned with evolving family dynamics.

Hosted by Barbara Gonzales, Business Development Director, this episode features candid insights from Kas Leong, Managing Director โ€“ Client Advisory and Peter Lam, Executive Director โ€“ Client Advisory, who share real-world perspectives on navigating these challenges with care and clarity.

Full episode is on our page now. Subscribe to our channel.

1 month ago (edited) | [YT] | 7

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Grandtag SG

๐€ ๐๐š๐ฒ ๐Ÿ๐จ๐ซ ๐ฌ๐ญ๐ข๐ฅ๐ฅ๐ง๐ž๐ฌ๐ฌ. ๐€ ๐๐š๐ฒ ๐Ÿ๐จ๐ซ ๐ ๐ซ๐š๐ญ๐ข๐ญ๐ฎ๐๐ž. ๐€ ๐๐š๐ฒ ๐ญ๐จ ๐ซ๐ž๐Ÿ๐ฅ๐ž๐œ๐ญ ๐จ๐ง ๐ฐ๐ก๐š๐ญ ๐ญ๐ซ๐ฎ๐ฅ๐ฒ ๐ฆ๐š๐ญ๐ญ๐ž๐ซ๐ฌ. ๐Ÿ•Š๏ธ

On this Good Friday, we wish you moments of peace, hearts filled with hope, and the gentle promise of renewal.

Have a blessed Good Friday and a joyful Easter weekend.

#GoodFriday #Easter #HappyEaster #EasterWeekend #WealthManagement #LegacyPlanning #CrossBorderAdvisory #NextGenLeadership #FamilyBusiness #PurposeDriven #BespokeSolution #FamilyOffice #FamilyOffices #PrivateBank #PrivateBanks #Trustees #EAMs #ExternalAssetManagers #HNW #UHNW #Grandtag #GrandtagFinancialConsultancy

1 month ago | [YT] | 4

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Grandtag SG

Grandtag Financial Consultancy (Singapore) Pte. Ltd. was pleased to collaborate with Taipei Fubon Bank ๅฐๅŒ—ๅฏŒ้‚ฆ้Š€่กŒ, Sunlife and #FWDPrivate / FWD Insurance to host a forum on ๐‡๐๐– ๐‹๐ข๐Ÿ๐ž ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐Ž๐ฎ๐ญ๐ฅ๐จ๐จ๐ค: ๐‚๐ซ๐ž๐š๐ญ๐ข๐ง๐  ๐‚๐ž๐ซ๐ญ๐š๐ข๐ง๐ญ๐ฒ ๐ข๐ง ๐”๐ง๐œ๐ž๐ซ๐ญ๐š๐ข๐ง ๐“๐ข๐ฆ๐ž๐ฌ.

The session brought together global perspectives on how high-net-worth clients are navigating an increasingly complex landscape shaped by geopolitical risks, policy shifts, and market volatility.

Key themes included the growing role of life insurance as a strategic asset class, rising demand for protection-oriented solutions, and the need for diversification across jurisdictions.

A big thank you to our guest speakers, David Varley, Chief Partnership Officer Sunlife and Winnie Chan, VP and Head of HNW Business FWD Private, for sharing their valuable perspectives, and our deep appreciation to Taipei Fubon Bankโ€™s senior leadership and all bankers for their participation and support.

#Grandtag #GrandtagFinancialConsultancy #WealthManagement #HNW #LegacyPlanning #LifeInsurance #PrivateBanking #Partnership #ThoughtLeaders #ThoughtLeadership #Insights #WealthTransfer

1 month ago | [YT] | 6

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Grandtag SG

๐†๐ซ๐ž๐š๐ญ ๐“๐ก๐ข๐ง๐ ๐ฌ ๐‡๐š๐ฉ๐ฉ๐ž๐ง ๐–๐ก๐ž๐ง ๐†๐ซ๐ž๐š๐ญ ๐๐š๐ซ๐ญ๐ง๐ž๐ซ๐ฌ๐ก๐ข๐ฉ๐ฌ ๐‚๐จ๐ฆ๐ž ๐“๐จ๐ ๐ž๐ญ๐ก๐ž๐ซ ๐Ÿš€


For us at Grandtag, partnerships are not just about collaboration on paper. They are about ๐’‡๐’Š๐’๐’…๐’Š๐’๐’ˆ ๐’‚๐’๐’Š๐’ˆ๐’๐’Ž๐’†๐’๐’• ๐’Š๐’ ๐’‰๐’๐’˜ ๐’˜๐’† ๐’•๐’‰๐’Š๐’๐’Œ, ๐’‰๐’๐’˜ ๐’˜๐’† ๐’˜๐’๐’“๐’Œ, ๐’‚๐’๐’… ๐’‰๐’๐’˜ ๐’˜๐’† ๐’”๐’‰๐’๐’˜ ๐’–๐’‘ for the High-Net-Worth (HNW) and Ultra HNW clients who trust us.

UOB Kay Hian's deep expertise in capital markets and investment solutions, combined with Grandtag's holistic approach to wealth and legacy planning, creates a powerful ecosystem for HNW clients across Asia.

During our kick-off session early this year, we explored how we can better serve families navigating complex cross-border structures, multi-generational aspirations, and the growing desire to leave a legacy defined not just by wealth, but by purpose and shared values. We are energized by what lies ahead.

Here's to a year of growth, alignment, and meaningful impact.

#Partnership #BetterTogether #MarketOutlook #LegacyPlanning #WealthSuccession #IntergenerationalWealth #WealthManagement #CrossBorderAdvisory #PurposeDriven #BespokeSolution #FamilyOffice #FamilyOffices #PrivateBank #PrivateBanks #Trustees #EAMs #ExternalAssetManagers #HNW #UHNW #Grandtag #GrandtagFinancialConsultancy

1 month ago | [YT] | 5

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