Legacy Planning
Succession planning for the continuance of family values, culture and wisdom
The GT Legacy Family Office (GTLFO) assists families with succession planning and the continuation of family values, Culture and wisdom. Our Qualified Family Legacy Planners advise families on ways to build strong and healthy intergenerational relationships, creating an enduring succession plan.
Family legacy succession is a journey that needs comprehensive planning. Our Qualified Family Legacy Planners guide Families through the assessment process, covering their unique status and circumstances based on five dimensions, Value consensus, relationship sustainability, enterprise succession, knowledge transformation and wealth.
Through this careful best-practice process, we help families identify the DNA of their success from their own history and family values, and recommend solutions based on the results derived and the challenges they face. In the way, families have a reference for future family and business development.
we are committed to providing a complete spectrum of family business succession planning services. Our Qualified Family Legacy Planners have a wealth of legacy planning knowledge and expertise, They engage in regular professional traning and always adhere to the highest standards of competence and integrity in customising legacy blueprints to meet every client’s unique needs.
Grandtag was established in 1999 and we have always had a ‘Passion in everything we do’. Now, ‘A Passion to Go Beyond’ is taking Grandtag beyond insurance into collaborations with best-in-class speciallists to provide a comprehensive suite of solutions on a single platform.
Built around the evolving needs of high net worth individuals and their families, we add value throught a holistic approach that delivers privileged services across theree focus areas: Wealth, Health and Legacy Planning. To achieve this, we collaborated with private bankers and wealth advisiors to create a new dimension in the market. By facilitating access to best-in-class specialists and efficient and appropriate solutions, we provide high net worth families with a high level of security, comfort and peace of mind.
遗产规划
为延续家庭的价值、文化、智慧进行的继承规划。
MGR（彦禹理财集团）家族遗产办事处运用继承规划协助每户家庭延续他们的价值、文化和智慧。
我们合格的家庭遗产规划师将会建议家族如何建立强大且健康的跨代关系，并且制定持久的继承计划。
制定一个理想的家庭遗产继承计划需要缜密且多方位的考量。我们合格的家庭遗产规划师除了以评估过程作为指导基础，也基于五大标准来涵盖各个家庭间独特的状态和情况，即是：价值的共识、关系的可持续性、企业的继承、知识的转化与财富的管理。
通过这些周密的良好实践过程，我们帮助家族从自身的历史和家族价值中鉴别出致使他们成功的关键。并且根据所得结果及他们所面对的挑战提出适当的解决方案。再者，这也能让家族对于未来的家庭和事业发展有所参考。
我们致力于提供全面性的家族企业继承计划服务。我们合格的家族遗产规划师拥有丰富的规划知识和专业能力，他们定期参与培训，在定制遗产蓝图方面始终坚持以最高标准的能力和诚信来面对各别客户的独特需求。
MGR成立于 2009年，我们始终对 “我们所做的一切充满激情” 。如今， “渴望超越的激情” 带领MGR超出保险范围走到与个别领域的最顶尖进行合作，在单一平台上提供整套且全方位的解决方案。
围绕在高净值人士与他们的家庭千变万化的需求中建立，我们透过整体分析增加价值，在三个重点领域提供特权服务：财富、企业与遗产规划。为了达成这个目标，我们与会计师和律师顾问合作以便在市场上缔造全新的局面。为了促成最专业与有效适当的解决方案，我们承诺为高净值人士提供高水平的安全、舒适与安心。
- 您的盛世、有我守护
- 全面保障方案、涵盖您未来所需
- 富过三代才是真传承
- 此刻正好、提供潜在回报，全面保障未来