The company provides services in the areas of financial consulting, financing, and investment. The core activities include: Financial consulting: Identifying optimization opportunities and risks in customers' assets; Financing: Developing customized financing solutions for customers; Investment: Offering investment opportunities, particularly in the real estate market; Asset management: Supporting customers in managing and optimizing their assets. The company caters to a clientele of qualified private investors and institutional investors, such as family offices, foundations, public institutions, and pension funds.