The company's purpose is to: exercise wealth management activities within the meaning of art. 17 para. 1 LEFin, to carry out all independent intermediary activities in investment transactions and financial instruments, including structured products, insurance, mortgages, commercial loans and business transfers as well as all advisory and financial services, including portfolio analysis, wealth planning, succession planning, accounting, commercial, tax or real estate matters such as real estate asset valuation and, including, the administration and management of family office (family wealth management office), the creation of non-profit foundations and trusts. The company may also: exercise any financial, commercial or industrial, movable and immovable property activity, excluding operations prohibited by the LFAIE, directly or indirectly related to its purpose participate in any enterprises directly or indirectly related to its purpose open branches or subsidiaries in Switzerland and abroad.
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