The company's purpose is to provide advice and support in Switzerland and abroad in the fields of social insurance, occupational and financial planning, inheritance law and taxation. The company takes into account psychosocial aspects and also aims to provide training in these areas. Furthermore, the company may engage in any other activity that has a direct or indirect connection with 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, carry out all operations and conclude all contracts that are suitable for developing and expanding its purpose or are directly or indirectly related to it.