The purpose of the company is to provide consulting services in the field of Family Office for clients in Switzerland and abroad, but not individual asset management and investment advice, and not offering financial products. The company provides consulting services in the search and selection of storage facilities, banks, precious metal and art dealers, portfolio and asset managers, and monitoring systems, as well as support in the search for specialists for the establishment and management of foundations and companies in Switzerland and abroad. It coordinates the search and accompaniment of the associated tax and legal experts and can support the search for speakers and suitable personnel for Family Offices. The company can establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business that is directly or indirectly related to its purpose. The company can acquire, encumber, sell, and manage real estate, movable assets, and historically valuable collections in Switzerland and abroad. It can grant loans to shareholders or other persons closely related to the company or take out loans from them. It is authorized to conduct all business that is suitable to promote or facilitate the development of the company and the achievement of its purpose. The company does not operate a financial institution within the meaning of Article 2 of the Federal Act on Financial Institutions (FINIG) and does not provide any services that fall under the Federal Act on Financial Services (FIDLEG), the Federal Act on Financial Institutions (FINIG), or other statutory financial market regulations that require a state license, authorization, or permit from financial market participants.
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