The company aims to provide services in the real estate, marketing, insurance, finance and pension sectors 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 this, the necessary products are brokered to serve the project goals. The company can establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and 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 accounts, as well as provide guarantees and sureties for subsidiaries and third parties.