The company's purpose is wealth management, tax and succession planning, portfolio analysis, strategic asset allocation of both movable and immovable assets, the creation and production of financial, tax and real estate studies, both in Switzerland and abroad, as well as all real estate transactions, in particular the purchase, sale and development of all real estate, the management, construction and promotion of real estate, as well as real estate brokerage and intermediation (for the complete purpose, see the articles of association).