The purpose of the company is to provide comprehensive consulting and services of all kinds in the areas of wealth, estate and financial planning, including national and international aspects of organization, coordination, administration, evaluation, communication, analysis, strategy, general (including tax) optimization and control, due diligence tasks and compliance, as well as general monitoring and assumption of interface functions with external service providers. The company can assume and manage board of directors, foundation board and trustee mandates, manage assets of all kinds and provide investment advice. Furthermore, the company can assume and manage the consulting and management of projects and transactions, as well as the operational management and supervision of private equity investments or invest in private equity companies itself. The company can establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad, acquire, encumber, sell and manage real estate in Switzerland and abroad, arrange financing for its own account and for the account of third parties, and provide guarantees and sureties for subsidiaries and third parties, as well as conduct all business that is directly or indirectly related to its purpose.
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