Private wealth management and multi-family office services, including financial, real estate, and tax engineering.
+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: December 2025
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B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Meeschaert
A
Private wealth management, family office services, and asset management. Providing customized patrimonial management solutions, innovative investment placements, and long-term support for families and growing businesses.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Initiatives identified among leaders
Développement d'une offre commerciale ISR
“Meeschaert lance le fonds MAM Sustain USA pour off...” - MeeschaertConseiller les clients sur les problématiques ESG
“Wakerstone conseille les clients sur les problémat...” - WakerstoneMéthode de sélection ISR des entreprises
“Meeschaert développe une méthode de sélection ISR ...” - Meeschaert56% of similar organizations communicate on CSR issues
+1238 initiatives collected from 100 similar organizations
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