The company aims to provide services and consulting to natural and legal persons in the areas of wealth, estate and financial planning. The company also provides consulting services to legal entities in a national and international context, particularly in the areas of strategy and strategic projects, business development, and product development, and provides services of all kinds related to national and international aspects of organizational structures. The services include coordination, administration, evaluation, communication, analysis, and general optimization and control. The company can assume board of directors, foundation board, and trustee mandates, as well as interface functions with external service providers. The company can establish branches in Switzerland and abroad, participate in other companies of any kind, assume representations, and enter into all transactions and contracts that may be suitable to promote the purpose of the company, or that are directly or indirectly related to it. It can also enter into loans for its own account or for the account of third parties, as well as guarantee and pledge transactions for affiliated companies and third parties. It can acquire, lease, rent, encumber, and sell real estate in Switzerland and abroad. The company can acquire, hold, manage, or sell any kind of debt or securities, within Switzerland or abroad.
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