We are in the business of having meaningful conversations about your wishes and aspirations. Whether for family, business, or your legacy, it’s YOUR plan… we are here to help you fulfill it. Our unique intergenerational advisory approach combines experience and a modern perspective allowing us to tackle even the most complex situations. At Groupe Green, we strongly believe in the importance of giving back. Many of our clients are leaders within their community and we take great pride in assisting them to fulfill their philanthropic aspirations and responsibilities with our out-of-the-box strategies. We also value this as an integral part of our own business by supporting many community organizations locally and beyond.

PLANS AND SERVICES

We specialize in personal advisory services, corporate advisory services, wealth preservation and accumulation planning, and employee benefit plans. Our industry experience touches on various sectors, from multi-generational families to long-established businesses, and everything in between.