The company's purpose is to provide consulting services in financial and wealth management, mortgage financing, professional prevoyance, insurance, as well as business strategy and management. It also offers consulting services in investments, wealth optimization, administrative management for businesses and individuals, and in the field of contractual or commercial negotiation. The company may also engage in activities of buying, selling, managing, operating, and enhancing the value of real estate, excluding any operations prohibited by the LFAIE, as well as any related or complementary activities. The company may establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire or establish companies with an identical or similar purpose, carry out all commercial, financial, securities or other operations and conclude all contracts suitable for developing its purpose or directly or indirectly related thereto.
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