The company's purpose is to provide services in the areas of independent financial and asset consulting, tax consulting and tax optimization, real estate financing, risk and pension consulting, as well as insurance optimization for large companies, SMEs and private individuals. 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. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as grant guarantees and sureties for subsidiaries and third parties.