The company's purpose is to provide financial consulting services to domestic and foreign clients, particularly to families and their individual members who possess significant wealth, regarding optimal financial planning and investment strategies through the following methods: implementation of international dynamic asset allocation with minimization of explicit and implicit costs; use and monitoring of consolidated reporting tools; multi-criteria analysis of performance and risks; punctual valuation of listed and unlisted financial assets of the family's wealth and planned participations; monitoring of securities transactions; training of younger generations in managing their wealth, enabling them to make informed financial decisions. Additionally, the company provides the following services to medium-sized enterprises: strategic financial analysis, macroeconomic competitive intelligence, acquisition and participation expertise, support in raising funds, strategies and implementation of investor relations policy and financial communication. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business directly or indirectly related to its purpose. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for third-party account, as well as guarantees and sureties for subsidiaries and third parties.
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