
Patrimonial wealth management advisory services, including financial planning, tax optimization, and wealth transfer strategies.
+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: March 2026
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Leading organizations
Armorique Patrimoine
B
Patrimonial advisory services for individuals and businesses, focusing on the organization, development, and transmission of wealth.
Value Concept
B
Patrimonial advisory services, including tax optimization, savings, health and welfare, patrimonial engineering, diversification, and real estate.
Vousconseiller com
A
Patrimonial management, including tax optimization, real estate investments, and financial planning.
Initiatives identified among leaders
Sélection de fonds labellisés ISR, Greenfin et Finansol pour investissement responsable
“Vousconseiller propose une sélection de fonds labe...” - Vousconseiller comGestion forestière durable avec expertise spécialisée et maîtrise des risques
“Vousconseiller propose une gestion forestière resp...” - Vousconseiller comInvestissements financiers alignés sur critères ESG et projets environnementaux
“Vousconseiller sélectionne des placements financie...” - Vousconseiller com41% of similar organizations communicate on CSR issues
+348 initiatives collected from 122 similar organizations
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