The company's purpose is to provide brokerage services, consulting, wealth engineering, financial planning, and relational marketing, as well as accompanying individuals and teams. Furthermore, it may carry out all financial, commercial, industrial, movable and immovable transactions, both on its own account and on behalf of third parties, in Switzerland and abroad, except those prohibited by the Federal Act on the Acquisition of Real Estate by Foreigners (LFAIE) that are directly or indirectly related to the main purpose. It may participate in other companies and establish branches and subsidiaries in Switzerland and abroad. It may grant loans or guarantees to associates or third parties, act as guarantor for loans subscribed by its associates or third parties, guarantee these loans by issuing or pledging mortgage certificates or by subscribing to any other financial commitment, and pledge its assets to secure any claim.
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