The company aims to provide services to private customers and companies in Switzerland in the areas of insurance, finance, pension planning, corporate consulting, trust and communication. Furthermore, the company aims to provide services in the areas of marketing, lead generation, conducting advertising campaigns, address brokerage in the financial and insurance sectors, as well as conducting training and coaching of all kinds. The company can establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire or merge with similar or related businesses, acquire and sell patents and licenses of all kinds, acquire, manage and sell real estate, and enter into all transactions and conclude contracts that are suitable to promote the purpose of the company or are directly or indirectly related to it. The company can also provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for subsidiaries and third parties.