The company provides services and administration of all kinds related to insurance brokerage and trust activities, in particular also in the areas of all-financial consulting, pension planning, taxes, and accounting. The company can manage assets and arrange financing for its own or third-party accounts. The company can establish branches in Switzerland and abroad, participate in other companies, acquire or sell other companies. It can acquire, manage, and sell real estate, properties, and securities in Switzerland and abroad. It can carry out all commercial and financial transactions that may contribute to the realization of its purpose. It can take out and grant loans, provide guarantees and other securities, acquire, manage, and exploit participations, licenses, and intellectual property rights, as well as enter into guarantees and sureties for subsidiaries and third parties.