Private wealth management, family office services, and asset management. Providing customized patrimonial management solutions, innovative investment placements, and long-term support for families and growing businesses.
+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
Agora finance gestion privée
B
Private wealth management and multi-family office services, including financial, real estate, and tax engineering.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
DeCarion
B
Private wealth management and family office services for expatriates, talents, athletes, business leaders, and individuals with complex financial situations.
Initiatives identified among leaders
Critères du Label Greenfin
“Agora finance gestion privée propose des critères ...” - Agora finance gestion privéeDeCarion propose des investissements responsables et durables
“DeCarion propose des investissements responsables ...” - DeCarionAdhésion à une organisation pour contribuer à des projets environnementaux
“opéra • bureau de famille est entreprise mécène du...” - Opéra • bureau de famille56% of similar organizations communicate on CSR issues
+1384 initiatives collected from 100 similar organizations
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