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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Laplace
B
Private wealth management, including patrimonial structuring, optimization, and transmission for entrepreneurs, liberal professionals, and family groups.
Ciméa Patrimoine
B
Wealth management advisory services for families, including asset constitution, development, management, and transmission. Global patrimonial strategy services.
De Sancy Patrimoine
A
Patrimonial wealth management advisory services, including financial planning, tax optimization, and wealth transfer strategies.
Initiatives identified among leaders
Orientation vers des investissements responsables dans les recommandations clients
“De Sancy Patrimoine s’engage à orienter ses client...” - De Sancy PatrimoineAccompagnement fiscal pour investissements énergies renouvelables en DOM-TOM
“De Sancy Patrimoine accompagne ses clients dans de...” - De Sancy PatrimoineRecrutement diversifié et mécénat local pour le développement territorial
“De Sancy Patrimoine favorise la diversité des prof...” - De Sancy Patrimoine48% of similar organizations communicate on CSR issues
+396 initiatives collected from 85 similar organizations
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