The company's purpose is to provide wealth management services, family office solutions for families and individuals, as well as supporting services in the field of general financial and wealth management. Activities that require a license as a bank or securities dealer or constitute professional financial intermediation under the Swiss Money Laundering Act are explicitly excluded. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business that is directly or indirectly related to its purpose. It may also provide financing for its own account or for the account of third parties, as well as enter into guarantees and sureties for subsidiaries and third parties. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad.