The company's purpose is the overall financial planning and optimization, the distribution of financial products, the search for financing solutions in the broadest sense, particularly for real estate, brokerage, notably in insurance, and financial advice for both individuals and companies. The company also aims to acquire and manage shareholdings in all types of companies and projects in Switzerland and abroad, as well as the purchase and sale of securities and intellectual property rights. The company may also grant loans and other direct or indirect financing to its direct and indirect subsidiaries, its shareholders, and third parties.