The management of one's own assets and related entities. It can provide consulting in the field of financial and succession planning, portfolio management, risk analysis, continuous administration, and coordination with financial and legal advisors. Investments in Swiss and foreign financial instruments. Evaluation of strategies related to wealth management. All activities reserved by law for members of professional registers are excluded. The company may acquire, manage, and/or sell stakes in domestic and foreign companies, including direct investment operations. Purchase, development, leasing, and sale of real estate, both domestically and internationally, in Switzerland in accordance with art. 2 para. 2 lit. a) LAFE. The company also aims to promote and target clients for third-party companies, provide administrative support, and develop online and e-commerce services, as well as collect information, statistics, analysis, and data management. This includes the preparation of business plans, the preparation of income planning models and payment processes for e-commerce platforms and online services. The company may also provide consulting in the field of technology and information technology.
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