The company's purpose is to engage in any advisory, intermediation, brokerage, and management activities in the fields of insurance, real estate, mortgage financing, financial planning, taxation, and fiduciary services, as well as any related or complementary activities. The company may carry out all commercial, financial, movable, or immovable operations directly or indirectly related to its corporate purpose, create branches or subsidiaries in Switzerland or abroad, acquire, hold, manage, or dispose of interests in other companies or corporations, enter into all contracts useful for the development of its activity, and grant loans or guarantees to partners or third parties, provided that these operations are in the legitimate interest of the company and under market conditions.