The company's purpose is to provide all comprehensive administrative, economic, operational or other services, advisory services in the field of wealth management, provide all services of wealth consolidation, analysis and supervision of the global asset allocation, family governance; to offer any advisory services and services in the field of « family office » (family wealth), wealth governance, structuring of private investments and asset management, to professional and institutional clients, excluding any asset management for third parties within the meaning of the Federal Law on Financial Institutions (FinIA) and any financial services for third parties within the meaning of the Federal Law on Financial Services (FinSA). The company may make any equity participation, acquisition, investment, in any form, in commercial or financial companies, both in Switzerland and abroad, for its own account or for the account of third parties, as well as any operation directly or indirectly related to its corporate purpose.
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