The company's purpose will be the overall financial planning and optimization, the distribution of financial products, the search for financing solutions in the broadest sense, particularly for real estate, brokerage, notably in insurance, and financial advice for both individuals and companies, excluding operations prohibited by the Federal Law on the Acquisition of Real Estate by Persons Abroad (LFAIE). The company may also: carry out any financial, commercial or industrial activity, movable or immovable, directly or indirectly related to its purpose; create branches or subsidiaries in Switzerland and abroad; participate in any enterprises having a direct or indirect relationship with its purpose; grant loans or guarantees of all kinds to shareholders, group companies or third parties.