The company's purpose is to provide services in the field of financial and investment consulting, financial and succession planning, as well as all related services for natural and legal persons, including family office services. Furthermore, the company provides consulting services in the area of corporate strategy and business development. Excluded are activities that require a license from FINMA. The company may establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire similar or related companies or merge with them, and enter into all transactions and contracts that are suitable to promote the purpose of the company or are directly or indirectly related to it. It may also acquire, manage, encumber and sell real estate, intellectual property rights and licenses of all kinds. It may 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.