Provision of services as a service office in the areas of asset and investment consulting, financial and organizational planning, management services, handling of administrative tasks of all kinds, as well as supporting services in the field of general financial and asset consulting, and taking on mandates and trading in securities or on its own account. Activities that require a license from FINMA, namely as a bank or asset manager, are explicitly excluded. The company provides consulting and coaching services. Furthermore, the provision of marketing and sales services such as trading, as well as buying and selling. The company can establish branches in Switzerland and abroad, participate in other companies of any kind, take over representations, and enter into all transactions and conclude contracts that could be suitable for promoting the purpose of the company; or that are directly or indirectly related to it. It can also enter into loans and financing for its own or third-party account, as well as guarantee and pledge transactions and sureties for affiliated companies and third parties. It can acquire, lease, rent, encumber, and sell real estate and securities in Switzerland and abroad. The company can acquire, hold, manage, or sell any type of debt or securities within Switzerland or abroad. It can promote and support non-profit social projects. It can implement projects independently within the framework of its non-profit purpose, run non-profit companies itself, or participate in corresponding non-profit companies. It can also support individual projects and companies, research work, etc., as well as scientific, cultural, educational, artistic, and philanthropic companies and activities that pursue a non-profit purpose.