
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
Evaluation in progress...
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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.
Attitude Patrimoine
B
Wealth management consulting, including patrimonial audit, tax optimization, retirement planning, and wealth transmission.
Value Concept
B
Patrimonial advisory services, including tax optimization, savings, health and welfare, patrimonial engineering, diversification, and real estate.
Initiatives identified among leaders
Évaluation des risques de durabilité dans les conseils financiers selon SFDR et taxonomie.
“Attitude Patrimoine évalue les risques de durabili...” - Attitude PatrimoineAudit et optimisation des dispositifs de prévoyance collective pour les entreprises.
“Attitude Patrimoine réalise un audit complet des d...” - Attitude PatrimoineRéduction interne de l’empreinte carbone et intégration de critères ESG dans les conseils clients.
“Attitude Patrimoine réduit son empreinte carbone v...” - Attitude Patrimoine43% of similar organizations communicate on CSR issues
+393 initiatives collected from 121 similar organizations
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