The company's purpose is to provide consulting services in the field of risk management regarding financial risks for private individuals and small to medium-sized enterprises. Special areas of focus include retirement and estate planning, tax optimization, home financing, and wealth accumulation. To achieve these project goals, the necessary products are brokered. Additionally, the company provides consulting services in the field of marketing services for private individuals and small to medium-sized enterprises. The company may establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire or establish similar or related companies, and enter into all transactions and conclude contracts that are suitable to promote the purpose of the company. Furthermore, it can also buy, mortgage or sell real estate.
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