The company's purpose is to advise families, single and multi-family offices, and other service providers on a strategic business, investment, project, and operational level. The company provides consulting services to customers in the areas of risk hedging, treasury, loans, derivative transactions, and other financial products, as well as real estate, excluding consulting services that require authorization from the Swiss Financial Market Supervisory Authority as a bank, securities dealer, distributor of collective investment schemes, or asset manager of Swiss collective investment schemes. The company can hold and manage securities and financial instruments on its own account. 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 third-party accounts, as well as provide guarantees and sureties for subsidiaries and third parties.
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