
Wealth management advisory services for families, including asset constitution, development, management, and transmission. Global patrimonial strategy services.
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
AdriaWM
A
Wealth management services offering global and multidisciplinary patrimonial advice. Customized solutions aligned with clients' patrimony, family history, and specific objectives.
De Sancy Patrimoine
A
Patrimonial wealth management advisory services, including financial planning, tax optimization, and wealth transfer strategies.
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
Proposition de fonds ISR intégrant critères ESG pour les clients.
“Haussmann Patrimoine propose des fonds d’investiss...” - Haussmann PatrimoineSoutien financier à une association pour les traumatismes crâniens pédiatriques
“AdriaWM soutient l’association SYNAPSE, d’intérêt ...” - AdriaWMSponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann Patrimoine54% of similar organizations communicate on CSR issues
+322 initiatives collected from 182 similar organizations
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