The company's purpose is to provide advice in the areas of pension planning, real estate, mortgage financing, taxation, asset management and financial planning. The company also aims to broker insurance. In general, the company may establish branches or subsidiaries in Switzerland and abroad, participate in other companies, acquire or establish companies with an identical or similar purpose, grant loans or guarantees to associates or third parties, and carry out all financial, commercial, securities, real estate (except for operations prohibited by the LFAIE) and other transactions, both in Switzerland and abroad, and conclude all contracts that serve to develop its purpose or are directly or indirectly related to it.