The company's purpose is to provide consulting and brokerage services for financial and insurance products, as well as consumer and mortgage loans of all kinds, to provide services in the trust and company formation sectors. The company also aims to advise companies, develop structural and restructuring measures, provide sales and management training, and develop marketing and advertising concepts. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business that is directly or indirectly related to its purpose. 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.