The company's purpose is to provide comprehensive consulting and planning services in commercial and family matters, particularly in the areas of finance, insurance, and property, including real estate. It also aims to engage in real estate brokerage. Real estate transactions prohibited by the Federal Act on the Acquisition of Real Estate by Foreigners (LFAIE) are excluded. The company may engage in any financial, commercial, or industrial activity directly or indirectly related to its purpose, establish branches or subsidiaries in Switzerland and abroad, participate in any enterprise directly or indirectly related to its purpose, and grant loans or guarantees to associates or third parties if it serves its interests.