The company's core activity is wealth management and family office services for High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs), including: wealth management and strategy, investment advice and management, risk management and monitoring, tax planning and optimization, succession planning and wealth transfer, support in setting up and managing Single Family Offices, access to private banks and other financial service providers, and support in managing cryptocurrencies and other alternative investments. The company also offers specialized services for entrepreneurs, including the management of assets resulting from the sale of companies.