Patrimonial consulting services, including financial, real estate, tax, and social advice, as well as family office and private management services.
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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
CPI Groupe
B
Patrimonial consulting for individuals, business owners, and self-employed professionals, including financial and real estate investments, and social protection.
Maestro Finance
B
Patrimonial advisory services, including financial, tax, and estate planning optimization for individuals.
Value Concept
B
Patrimonial advisory services, including tax optimization, savings, health and welfare, patrimonial engineering, diversification, and real estate.
Initiatives identified among leaders
Intégration d'actifs labélisés pour transition énergétique et sociale dans les produits.
“Maestro Finance intègre dans ses produits assurant...” - Maestro FinanceIntégration d'actifs labélisés pour transition énergétique et sociale dans les produits.
“Maestro Finance intègre dans ses produits assurant...” - Maestro FinancePromesse d'une approche éthique et globale
“Value Concept Patrimoine prend en compte les enjeu...” - Value Concept44% of similar organizations communicate on CSR issues
+129 initiatives collected from 86 similar organizations
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