The company's core activity is the independent consulting and support of private individuals and companies in financial and legal matters, particularly in the areas of: financial planning and consulting, tax consulting, estate planning and wills, pension planning, project management, and mediation. The company also provides analysis and consulting in specific areas such as mortgages and online banking. The founder of the company, Paul Stöcklin, brings over 40 years of experience from the financial industry, particularly from his time at the Basellandschaftliche Kantonalbank.