The company's purpose is to provide financial consulting services, particularly in the areas of retirement planning, private and professional pension provision, investments, mortgage and consumer loans, taxation and inheritance, as well as real estate brokerage, including the purchase and sale of real estate (excluding transactions subject to the LFAIE) and all related activities. In general, the company may establish branches or subsidiaries in Switzerland and abroad, participate in other companies, acquire or establish companies with an identical or similar purpose, grant loans or guarantees to associates or third parties, and carry out all financial, commercial and other transactions in Switzerland and abroad, and conclude all contracts that are suitable for developing its purpose or are directly or indirectly related to it.