
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: 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
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
Investissement dans des projets de production d'énergie renouvelable
“De Sancy Patrimoine propose un accompagnement fisc...” - De Sancy PatrimoineDéfinition d'une politique de durabilité
“De Sancy Patrimoine prend en compte les incidences...” - De Sancy PatrimoineInvestissement dans des projets de production d'énergie renouvelable
“De Sancy Patrimoine propose un accompagnement fisc...” - De Sancy Patrimoine42% of similar organizations communicate on CSR issues
+436 initiatives collected from 100 similar organizations
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