The company's purpose is to provide consulting, planning, and intermediation services in the financial, banking, insurance, real estate, and wealth management sectors, as well as any activities directly or indirectly related thereto; the purchase and sale of real estate, brokerage of all real estate assets, provision of services and advice in the real estate sector, real estate management, and real estate promotion, with the exception of operations prohibited by the LFAIE. The company may engage in any financial, commercial, or industrial activity, movable or immovable, directly or indirectly related to its purpose; create branches or subsidiaries in Switzerland and abroad; participate in any enterprises having a direct or indirect relationship with its purpose; grant loans or guarantees to shareholders or third parties, if this promotes its interests.