The company aims to provide investment advisory services, including investment advice and related services for private and institutional clients. The comprehensive services include financial planning, structural analysis, family office services, and the coordination of banking and business relationships. The services also include, in particular, consolidated reporting, strategy monitoring, and product evaluation, as well as support with Swiss corporate law, including incorporations, acquisitions, sales, and trust administration. Clients benefit from access to a selected network of legal, accounting, and tax experts for integrated structuring and ongoing administrative purposes. The company may establish branches and subsidiaries both domestically and abroad. The company may conduct business with or for the benefit of related parties, including their direct and indirect shareholders and other affiliated companies, namely extend loans to these parties or issue guarantees, sureties, pledges, or other securities to secure their obligations, in each case whether for a fee or not and even if these transactions are in the exclusive interest of the related parties. The company may acquire, hold, manage, encumber, exploit, and dispose of real estate, financial instruments, and intellectual property rights both domestically and abroad. The company may engage in any other activity that is directly or indirectly related to the aforementioned purposes.
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