The purpose of the company is: - activities related to consulting in the fields of pension planning, real estate and mortgage financing, taxation, insurance and financial product brokerage, financial planning; - family office activities; - the purchase, sale and brokerage of movable and immovable property. It has the possibility to establish subsidiaries in Switzerland or abroad, to participate in other companies in Switzerland or abroad, to acquire similar or analogous companies, to merge with such companies, to buy or sell real estate and to carry out all operations and conclude all necessary contracts to achieve its goal, whether directly or indirectly. The company may also grant guarantees, make loans or advances to its associates or third parties.