Financial and estate planning, excluding asset management, financial planning, insurance brokerage in accordance with applicable legislation, commercial mediation, as well as administrative and tax support, including the preparation of tax returns for individuals. It can provide any advisory services related to the organization, structuring, and optimization of private or professional assets, within the limits of activities not requiring authorization under financial market legislation. The company is also authorized to receive fees, commissions, remuneration, or other consideration related to business introduction or mediation activities, for both private clients and companies. It can carry out all financial, commercial, real estate, or other operations directly or indirectly related to its purpose, create branches in Switzerland and abroad, participate in other companies, and engage in any activity conducive to achieving its purpose.
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