The company's purpose is to provide services in the field of financial and wealth planning, as well as to broker insurance contracts, loans, and other financial products in Switzerland. The main customers include private and business clients with a residence or registered office in Switzerland. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire or merge with similar or related companies, or establish new ones, as well as enter into any business and conclude contracts that may be suitable to promote the purpose of the company, or that are directly or indirectly related to it or serve investment purposes. The company is authorized to acquire, encumber, sell, and manage real estate.