Provision of consulting and other services to private and corporate clients in the areas of asset formation and financial planning for assets, retirement planning, insurance and financing, management and administration, brokerage of investment and insurance opportunities as well as other financial products, capital investments, money investments, asset management, mortgages, loans, all-in-one finance, trust services, tax consulting, pension funds, legal, economic and corporate consulting, training, coaching, communication, marketing and strategy; may establish subsidiaries, participate in other companies, acquire, encumber, sell and manage real estate, provide financing for its own or third-party account, and grant guarantees and sureties for subsidiaries and third parties.