The company's purpose is to provide professional consulting and asset management services to individuals, families or other asset entities (companies, foundations or trusts). The activity includes: consulting, planning and provision of financial and administrative services, consulting on investments in securities and real estate, and exercising a coordination and control activity on the work carried out by banks, asset managers and third-party professionals. Strategic and directional consulting to companies, as well as financial consulting, consulting to legal entities on financial and strategic issues, multi-family office activity and all related generic activities. The company also provides consulting in the creation and management of structured financial products and certificates of any type, as well as consulting for the creation of investment vehicles in Switzerland and abroad, and the offering of financial products. The company can prepare and draft financial analyses and studies, and carry out promotional and communication campaigns in the economic field. The company can, in Switzerland and abroad, carry out all activities, including commercial, financial, securities and real estate transactions, directly or indirectly related to the company's purpose; take direct or indirect participations in other companies and enterprises with similar or analogous purposes; assume and grant representations; contract loans; provide guarantees, also real, and sureties, also in favor of third parties; acquire, alienate, hold, lease and manage real estate, establish branches and subsidiaries.
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