
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: December 2025
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A
The organization is among the top 5% of organizations with the most committed CSR communication, among comparable organizations.
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
B
Patrimonial management, including tax optimization, real estate investments, and financial planning.
Initiatives identified among leaders
Investissement dans des infrastructures de transition énergétique
“Vousconseiller com investit dans des infrastructur...” - Vousconseiller comInvestissement dans des infrastructures de transition énergétique
“Vousconseiller com investit dans des infrastructur...” - Vousconseiller comprise en compte des risques en matière de durabilité
“Armorique Patrimoine prend en compte les risques d...” - Armorique Patrimoine41% of similar organizations communicate on CSR issues
+437 initiatives collected from 100 similar organizations
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