The company's purpose is to operate a specialized consulting firm in financial consulting, retirement planning, pension planning, taxation, conferences and insurance brokerage, as well as consulting in the fields of investment and financial planning. The company may establish branches and subsidiaries in Switzerland and abroad, as well as acquire interests in other companies in Switzerland and abroad, directly or indirectly related to its corporate purpose (excluding operations prohibited by the LFAIE). It is authorized to acquire, sell, manage and mortgage real estate, excluding operations prohibited by the LFAIE, as well as to arrange financing for its own account or for the account of third parties, while granting guarantees and securities to its subsidiaries and third parties.