Patrimonial advisory services, including financial, tax, and estate planning optimization for individuals.
+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.
De Sancy Patrimoine
A
Patrimonial wealth management advisory services, including financial planning, tax optimization, and wealth transfer strategies.
CPI Groupe
B
Patrimonial consulting for individuals, business owners, and self-employed professionals, including financial and real estate investments, and social protection.
Initiatives identified among leaders
Accompagnement fiscal pour investissements énergies renouvelables en DOM-TOM
“De Sancy Patrimoine accompagne ses clients dans de...” - De Sancy PatrimoineOrientation vers des investissements responsables dans les recommandations clients
“De Sancy Patrimoine s’engage à orienter ses client...” - De Sancy PatrimoineRecrutement diversifié et mécénat local pour le développement territorial
“De Sancy Patrimoine favorise la diversité des prof...” - De Sancy Patrimoine47% of similar organizations communicate on CSR issues
+96 initiatives collected from 95 similar organizations
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