The company's purpose is to analyze insurance portfolios, provide investment advice and financial consulting, as well as perform fiduciary and accounting work, including the preparation of tax documents for private individuals and SMEs. The company may, either on its own account or on behalf of third parties, carry out all financial, commercial, industrial, real estate or movable transactions, directly or indirectly related to its corporate purpose, establish branches abroad or subsidiaries in Switzerland and abroad, participate in all companies having a direct or indirect relationship with its purpose and grant loans or guarantees to associates or third parties, if it serves its interests.