The firm provides strategic and organizational consulting services in the areas of family governance, ownership and holding structures, succession planning, sustainability, corporate strategy, and institutional relationship management. It assists families, companies, and investors in coordinating their relationships with banks, law firms, trustees, and other professional service providers, as well as in non-financial project support, strategic market analysis, and high-level institutional liaison and networking activities. All activities are explicitly limited to non-regulated, strategic, administrative, or organizational mandates. The firm does not provide investment advice, asset management, financial intermediation, product distribution, transaction execution, placement or investor solicitation, or any activity subject to supervision by the Swiss Financial Market Supervisory Authority (FINMA).