The company's purpose is to provide wealth, financial and insurance advisory services, as well as related services, in particular accompanying and/or leading performance management, turnarounds, re-financing, succession planning of companies and pension planning for private individuals. The company may also conduct any type of financing business, as well as conduct financial transactions of all kinds, in particular investing in and trading securities and conducting foreign exchange transactions; may participate in other companies, acquire, encumber, sell and manage real estate, arrange financing for its own account or for the account of third parties, and grant guarantees and sureties for subsidiaries and third parties.