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.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Haussmann Patrimoine's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+250,000
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
De Sancy Patrimoine
A
Wealth management advisory services, including patrimonial organization, optimization, and transmission. Financial investments, real estate investments, tax optimization, retirement, and social protection planning for professionals and individuals.
AS Finance Conseil
A
Wealth management and financial investment advisory services. Assistance in the creation, enhancement, preservation, and transmission of private and professional assets. Expertise in patrimonial engineering, financial investments, tax optimization, and retirement planning.
Carat Capital
B
Wealth management advisory services, including tax optimization, family and business protection, and international wealth management.
Initiatives identified among leaders
Recommandation d'investissement dans le FIP Corse pour défiscalisation et développement économique local
“AS Finance Conseil recommande à ses clients d'inve...” - AS Finance ConseilÉvaluation et amélioration continue des incidences négatives en matière de durabilité des produits financiers
“AS Finance Conseil évalue les incidences négatives...” - AS Finance ConseilIntégration des critères ESG dans les décisions financières pour des investissements responsables
“AS Finance Conseil s'engage à intégrer les critère...” - AS Finance Conseil54% of similar organizations communicate on CSR issues
+556 initiatives collected from 258 similar organizations
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