
Patrimonial advisory services, including tax optimization, savings, health and welfare, patrimonial engineering, diversification, and real estate.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Value Concept's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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
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.
Kentel Patrimoine
B
Patrimonial, financial and real estate consulting. Conducting patrimonial audits, developing personalized strategies, recommending financial envelopes, structuring real estate assets, searching for real estate properties, optimizing cash flow solutions, and providing retirement and employee savings solutions.
côme, le family office
B
Providing financial and patrimonial advisory services, asset management, real estate investments, and private equity.
Initiatives identified among leaders
Orientation vers des investissements responsables pour les clients
“De Sancy Patrimoine s'engage à orienter ses client...” - De Sancy PatrimoineSoutenir les entreprises de croissance
“côme, le family office soutient les entreprises de...” - côme, le family officeDéveloppement d'une offre commerciale engagée pour la transition écologique ou sociale
“Kentel Patrimoine a créé Breizh Global Invest, un ...” - Kentel Patrimoine54% of similar organizations communicate on CSR issues
+44 initiatives collected from 50 similar organizations
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