The company's purpose is to engage in all activities and provide advice related to wealth management (family office) in Switzerland and abroad, excluding any activities subject to the Swiss Federal Law on Financial Institutions (FinIA) and any transactions prohibited by the Swiss Federal Law on the Acquisition of Real Estate by Persons Abroad (LEX Koller), as well as all activities related to monitoring and assisting its clients or third parties. The company may, excluding transactions prohibited by the Swiss Federal Law on the Acquisition of Real Estate by Persons Abroad (LEX Koller):
- Engage in any financial, commercial, or industrial activity, whether movable or immovable, directly or indirectly related to its purpose;
- Establish branches or subsidiaries in Switzerland and abroad;
- Participate in any enterprises directly or indirectly related to its purpose;
- Grant loans or guarantees to shareholders or third parties, if it serves its interests.
Outbound Leads by COHAGA