The company's purpose is to provide services to private clients, including advisory services in the areas of wealth planning, estate planning, and taxation, mediation, and related services. The company may establish branches and subsidiaries in Switzerland and abroad and acquire interests in other companies in Switzerland and abroad as well as carry out all operations that are directly or indirectly related to its corporate purpose. The company may acquire, mortgage, sell, and manage real estate, with the exception of transactions prohibited by the LFAIE. It may engage in financing for its own account or for the account of third parties as well as provide guarantees and securities to its subsidiaries and to third parties.