The company's purpose is to provide independent consulting and independent services, training and lectures in the areas of financial and budget planning, insurance, pension planning, retirement, assets, investment advice, real estate, finance and taxes. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire similar or related companies or merge with them, and enter into all transactions and conclude contracts that are suitable to promote the purpose of the company or are directly or indirectly related to it. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for subsidiaries and third parties.
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