Wealth management and multi-family office services, including financial, real estate, and tax engineering. We help clients develop, transmit, and optimize their assets throughout their lives.
+160,000
Total organizations analyzedAnalysis by axis
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Methodology: Score calculated according to 6 CSR themes (Carbon, Biodiversity, Circular Economy, Sustainable Investments, Governance, Social Impact)
Sources: Public data, CSR reports, documented initiatives, official databases
Last update: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Altus conseil
A
Wealth management services including tax optimization, financial investments, and real estate investments.
Visiance
B
Wealth management services including financial and real estate asset management, insurance, social protection, and patrimonial, tax, and financial engineering. We also provide consulting services to businesses and their executives.
Haussmann Patrimoine
A
Wealth management advisory services, including financial and real estate investment solutions, global patrimonial support, insurance contract management, real estate transactions, patrimonial engineering, family office services, and tax optimization.
Initiatives identified among leaders
Proposition de fonds ISR intégrant critères ESG pour les clients.
“Haussmann Patrimoine propose des fonds d’investiss...” - Haussmann PatrimoineGouvernance responsable avec actions sociales, environnementales et sociétales intégrées.
“Altus Conseil intègre une gouvernance responsable ...” - Altus conseilMécénat pour la Fondation CEIBA et actionnariat chez Team for the Planet
“Haussmann Patrimoine est devenu mécène de la Fonda...” - Haussmann Patrimoine41% of similar organizations communicate on CSR issues
+270 initiatives collected from 155 similar organizations
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