The company's purpose is to provide advice, execute management mandates, negotiate insurance contracts, acquire and manage insurance portfolios and various products, and broker insurance and real estate transactions. It also engages in the purchase and sale of real estate, excluding any operations prohibited by the LFAIE. Additionally, the company manages other companies, and performs various works in the fields of cleaning, renovation, and construction. It may establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire or create companies with similar purposes, merge with such companies, acquire or sell properties, and conclude any contract that serves to develop or achieve its purpose or is directly or indirectly related to it.