The purpose of the company is to provide consulting services in the areas of wealth planning, international financial, tax and estate planning, real estate and insurance consulting, both for customers in Switzerland and abroad, excluding financial intermediary activities that are subject to regulatory approval or affiliation with a self-regulatory organization. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, sell, broker and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, or broker such financing, as well as provide guarantees and sureties for its subsidiaries and third parties.
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