
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.
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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
1804 Associés
B
Wealth management advisory for entrepreneurs and their families, including patrimonial, tax, financial, and real estate engineering.
PERENNITY Stratégie & Patrimoine
B
Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
Value Concept
B
Patrimonial advisory services, including tax optimization, savings, health and welfare, patrimonial engineering, diversification, and real estate.
Initiatives identified among leaders
Définition d'une politique d'entreprise responsable
“PERENNITY Stratégie & Patrimoine a défini une poli...” - PERENNITY Stratégie & PatrimoineEngagement pour une meilleure prise en compte des enjeux sociaux et de gouvernance
“1804 Associés se positionne comme un cabinet engag...” - 1804 AssociésPromesse d'une approche éthique et globale
“Value Concept Patrimoine prend en compte les enjeu...” - Value Concept53% of similar organizations communicate on CSR issues
+170 initiatives collected from 62 similar organizations
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