Wealth management, real estate strategy, and patrimonial and tax structuring for high net worth individuals and families.
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: December 2025
This analysis is not yet available in English. Please see the French version.
Leading organizations
Amplegest
A
Private asset management for high-net-worth individuals, including financial, legal, and tax audits, and customized patrimonial strategies.
Agora finance gestion privée
B
Private wealth management and multi-family office services, including financial, real estate, and tax engineering.
De Sancy Patrimoine
A
Patrimonial wealth management advisory services, including financial planning, tax optimization, and wealth transfer strategies.
Initiatives identified among leaders
Adhésion à une initiative internationale pour l'investissement responsable
“Amplegest adhère à l’initiative internationale Cli...” - AmplegestDéfinition d'une politique de durabilité
“De Sancy Patrimoine prend en compte les incidences...” - De Sancy PatrimoineAdhésion à des initiatives internationales pour la transparence environnementale
“Amplegest a adhéré à des initiatives international...” - Amplegest47% of similar organizations communicate on CSR issues
+711 initiatives collected from 100 similar organizations
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