The company's purpose is to provide consulting and support services in the areas of wealth and asset management, including financial advice, asset analysis, retirement planning, investment strategy, and comprehensive support for private or professional clients. It also engages in insurance brokerage and retirement planning advice, as well as real estate brokerage and financial advice related to real estate transactions. The company may also engage in any other activity directly or indirectly related to these purposes; it may, in particular, create branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire companies with identical or similar purposes, or merge with such companies, carry out all operations and conclude all contracts suitable for developing and extending its purpose or directly or indirectly related thereto.
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