The company aims to provide comprehensive advice and services in the areas of wealth, investment, estate and financial planning for families and their individual members or their assets. In addition, the company aims to provide services in the financial and investment sector, holding and managing as well as buying and selling participations. The company can establish branches and subsidiaries in Switzerland and abroad and 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 grant loans and financing for its own account or for the account of third parties, as well as provide guarantees and sureties for subsidiaries and third parties.