The company's purpose is to provide advice and services in the field of wealth planning and management, in particular in matters of pension planning, taxation, accounting and real estate management, as well as any other administrative and legal support measures directly related to the main social purpose. As secondary purposes, the company may: engage in any financial, commercial and industrial activity directly or indirectly related to its purpose; create branches or subsidiaries in Switzerland and abroad; participate in any companies having a direct or indirect relationship with its purpose; grant loans or guarantees to associates or third parties, if this serves its interests.