The company's purpose, in Switzerland and abroad, is: mergers and acquisitions, initial public offerings (IPOs), family office services, financial advisory, wealth planning for companies and ultra high net worth individuals, particularly in the fields of finance, private equity, venture capital, real estate and project development, excluding operations prohibited by the LFAIE. In general, the company may carry out all commercial, financial, securities and real estate transactions (excluding operations prohibited by the LFAIE) and conclude all contracts that are suitable for developing its purpose or are directly or indirectly related to it. It may participate in companies or businesses with a similar or other purpose and establish branches in Switzerland and abroad.