The company provides advice in the areas of finance, corporate strategy, real estate, financial marketing and in particular family office (family wealth). The company also aims to advise on mergers, acquisitions, succession and corporate financing. Furthermore, the company may engage in any other activity that has a direct or indirect connection with these purposes; it may notably create branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire companies with an identical or similar purpose, or merge with such companies, carry out all operations and conclude all contracts intended to develop and expand its purpose or related thereto directly or indirectly.