Advises private and business clients on a fee basis in the areas of: taxes, insurance, pension planning, retirement, financial planning, real estate, home financing, marriage and inheritance law, estate planning, portfolio analysis and company formations. The company can manage and broker real estate. It can acquire and sell patents, trademarks and licenses. The company can establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad, as well as 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 third-party account, as well as provide guarantees and sureties for subsidiaries and third parties.