
Patrimonial management, including tax optimization, real estate investments, and financial planning.
+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: January 2026
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A
The organization is among the top 5% of organizations with the most committed CSR communication, among comparable organizations.
Leading organizations
Iroise Investissement
B
Patrimonial consulting and management for individuals and professionals, including retirement planning, family protection, tax optimization, education financing, sustainable savings, savings management, real estate, and private equity.
Value Concept
B
Patrimonial advisory services, including tax optimization, savings, health and welfare, patrimonial engineering, diversification, and real estate.
De Sancy Patrimoine
A
Patrimonial wealth management advisory services, including financial planning, tax optimization, and wealth transfer strategies.
Initiatives identified among leaders
Orientation vers des investissements responsables dans les recommandations clients
“De Sancy Patrimoine s’engage à orienter ses client...” - De Sancy PatrimoineProposer des solutions d'épargne durable
“Iroise Investissement propose des solutions d'épar...” - Iroise InvestissementAccompagnement fiscal pour investissements énergies renouvelables en DOM-TOM
“De Sancy Patrimoine accompagne ses clients dans de...” - De Sancy Patrimoine40% of similar organizations communicate on CSR issues
+155 initiatives collected from 50 similar organizations
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