The company's purpose is to provide consulting and brokerage services in the fields of insurance, private and professional pension planning, as well as wealth management, financial and real estate investments, and taxation. The company also aims to carry out all real estate transactions, except those prohibited by the LFAIE. Furthermore, the company may engage in any other activity directly or indirectly related to these purposes; it may, in particular, establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire companies with an identical or similar purpose, or merge with such companies, and carry out all operations and conclude all contracts necessary to develop and expand its purpose or related thereto directly or indirectly.