The company's purpose is to provide all services, including consulting for individuals and businesses in the fields of finance, taxation, insurance, wealth management, investment, credit, and real estate brokerage, as well as the sale and brokerage of insurance-related services. Additionally, the company aims to acquire, develop, promote, sell, manage, and/or lease real estate properties located in Switzerland or abroad, including holding direct or indirect stakes in Swiss or foreign companies whose primary purpose is the acquisition, development, promotion, sale, management, and/or leasing of real estate properties in Switzerland or abroad, excluding transactions prohibited by the Federal Law of December 16, 1983, on the acquisition of real estate by foreigners (LFAIE). The company may also, in general, engage in any operations directly or indirectly related to its social purpose in Switzerland and abroad. The company may have subsidiaries or create branches in Switzerland and abroad.