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: June 2026
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Leading organizations
Value Concept
B
Patrimonial advisory services, including tax optimization, savings, health and welfare, patrimonial engineering, diversification, and real estate.
Attitude Patrimoine
A
Wealth management services, including patrimonial audit, tax optimization, retirement planning, wealth transmission, and real estate investment. We also provide social protection services for independents, executives, and companies.
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
Intégration de critères ESG dans les solutions de gestion de patrimoine
“Attitude Patrimoine intègre des critères environne...” - Attitude PatrimoineActivités sportives et séances de relaxation pour les salariés
“Le comité bien-être organise régulièrement des act...” - Attitude PatrimoinePromesse d'une approche éthique et globale
“Value Concept Patrimoine prend en compte les enjeu...” - Value Concept48% of similar organizations communicate on CSR issues
+470 initiatives collected from 184 similar organizations
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