
Wealth management services, including financial and real estate investments, and patrimonial strategy consulting.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
+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
This analysis is not yet available in English. Please see the French version.
Leading organizations
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.
Culture Patrimoine
B
Wealth management advisory services, including financial and real estate investments, and strategic and tactical support for clients.
K'pital Conseil
B
Patrimonial consulting services, including financial, real estate, tax, and social advice, as well as family office and private management services.
Initiatives identified among leaders
Sponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann PatrimoineDéveloppement d’actions internes de finance verte et qualité de vie au travail
“Culture Patrimoine développe des actions de financ...” - Culture PatrimoineSponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann Patrimoine37% of similar organizations communicate on CSR issues
+114 initiatives collected from 60 similar organizations
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