Wealth management advisory for entrepreneurs and their families, including patrimonial, tax, financial, and real estate engineering.
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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Agami
B
Independent financial, legal, and tax advisory services for entrepreneurs and family wealth, including patrimonial engineering, investment advice, family governance, private equity, real estate, private secretariat, and philanthropy.
PERENNITY Stratégie & Patrimoine
B
Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
Haussmann Patrimoine
A
Wealth management advisory services, including financial and real estate investment solutions, global patrimonial support, insurance contract management, real estate transactions, patrimonial engineering, family office services, and tax optimization.
Initiatives identified among leaders
Sponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann PatrimoineDéfinition d'une politique d'entreprise responsable
“PERENNITY Stratégie & Patrimoine a défini une poli...” - PERENNITY Stratégie & Patrimoine47% of similar organizations communicate on CSR issues
+488 initiatives collected from 212 similar organizations
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