Le Groupe Green

Le Groupe Green

Founded in Montreal, Le Groupe Green operates as a boutique advisory firm jointly led by principals Jonathan and Melanie Green. The practice is built on an intergenerational partnership model where both principals collaborate on every client file, combining decades of industry experience with a modern advisory viewpoint. Their client base spans multi-generational families and long-established private businesses across Canada. The firm structures its services around five integrated pillars: personal advisory, corporate advisory, wealth preservation and accumulation, employee benefit planning, and strategic philanthropy. Advisory work centers on insurance-based capital solutions — permanent life insurance, buy-sell funding, and key-person protection — layered into broader wealth-transfer and tax-efficiency strategies. Testimonials cite support for an AI start-up's employee benefit plan and intergenerational planning alongside external wealth advisors, reflecting a collaborative operating model rather than a discrete asset-allocating family office. Le Groupe Green's scale resides in relationship density, not reported assets under management. The team remains deliberately lean, with the two principals as the sole named fiduciaries on every engagement. The practice maintains no satellite offices or affiliated investment vehicles. Jonathan Green has personally advised a core roster of families and business owners for more than two decades, while Melanie Green joined as a partner within the last ten years, formalizing the dual-principal structure. Structurally, Le Groupe Green functions less as a traditional single-family office and more as an embedded advisory partnership. It does not manage discretionary investment portfolios or direct private-market allocations. Instead, it occupies the insurance-and-estate-planning layer of the family-office stack, working alongside clients' existing tax counsel, wealth managers, and philanthropic advisors. That positioning makes it a repeat participant in multi-advisor planning tables for Canadian owner-operators rather than a standalone allocator.