Patrimonial advisory services, including financial, tax, and estate planning optimization for individuals.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Maestro Finance's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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
This analysis is not yet available in English. Please see the French version.
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
Wealth management advisory services, including patrimonial organization, optimization, and transmission. Financial investments, real estate investments, tax optimization, retirement, and social protection planning for professionals and individuals.
2Pence Patrimoine
B
Patrimonial management and transmission for individuals and entrepreneurs, including tax optimization, savings plans, and financial investments.
Initiatives identified among leaders
Orientation vers des investissements responsables pour les clients
“De Sancy Patrimoine s'engage à orienter ses client...” - De Sancy PatrimoineIntégration d'une charte RSE dans l'activité globale
“De Sancy Patrimoine a mis en place une charte RSE ...” - De Sancy Patrimoine56% of similar organizations communicate on CSR issues
+107 initiatives collected from 95 similar organizations
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