The company's purpose is to provide services in the fields of insurance and finance, in particular the consulting and brokerage of corresponding products. This includes the provision of services in the areas of taxes, trust, pension planning, and training as well as coaching for companies and private individuals, and the provision of related services of all kinds. Also, the organization of services for private individuals for daily needs. The company can establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad, as well as conduct all business that is directly or indirectly related to its purpose. The company can acquire, encumber, sell, and manage real estate in Switzerland and abroad. It can also provide financing for its own account or for the account of third parties, and provide securities for liabilities of affiliated companies.
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