The company's purpose is to engage in all activities related to fiduciary services, including accounting, bookkeeping, and administration, as well as any related or complementary activities. It also provides all personalized services in the field of family wealth, real estate management, asset consolidation, and monitoring of asset performance in line with the financial and non-financial needs of individuals, families, or related wealth entities, without a mandate to execute transactions on client accounts and with the exception of operations requiring authorization from the Swiss Financial Market Supervisory Authority. The company may, for its own account or for the account of third parties, both in Switzerland and abroad, carry out all financial, commercial, securities, or real estate transactions, this purpose being limited in Switzerland to the acquisition of buildings for exclusively commercial use, directly or indirectly related to its main purpose. The company may create branches and subsidiaries both in Switzerland and abroad and establish all companies or enterprises pursuing a similar or complementary purpose.
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