The company's purpose is to advise and support private individuals and companies in financial matters, particularly in the areas of wealth planning, budgeting, retirement planning and estate planning. Additionally, it provides services in property management and digitalization. The company can conduct training and information events, use and broker software solutions, and conduct all business that is directly or indirectly related to this purpose. The company can establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business that is directly or indirectly related to its purpose. The company can acquire, encumber, sell and manage real estate in Switzerland and abroad. It can also provide financing for its own account or for the account of third parties, and provide securities for liabilities of affiliated companies.
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