Providing innovative patrimonial solutions for wealth management advisors (CGP). Services include patrimonial engineering, financial engineering, commercial support, and back-office assistance. Product range covers life insurance, securities accounts, real estate, providence, and retirement.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
+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: January 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.
Meeschaert
A
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.
Groupe Premium
B
Providing patrimonial, insurance, and asset management solutions for individuals and professionals.
Initiatives identified among leaders
Développement d'une offre commerciale ISR
“Meeschaert lance le fonds MAM Sustain USA pour off...” - MeeschaertFinancement participatif d’un projet de boisement pour séquestrer CO₂
“En 2023, les collaborateurs et partenaires du grou...” - Groupe PremiumSoutien financier à des projets éducatifs pour enfants défavorisés
“Meeschaert soutient financièrement des projets édu...” - Meeschaert48% of similar organizations communicate on CSR issues
+119 initiatives collected from 50 similar organizations
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