The company's purpose is to provide consulting, coordination and interface functions to external service providers in the areas of financial consulting and wealth planning for individuals and families, specifically in connection with the selection of banks and asset managers, risk control, real estate, tax optimization and insurance issues. Furthermore, the company may establish representations, branches and subsidiaries in Switzerland and abroad. It may acquire, sell and manage properties and real estate. It may participate in other companies or merge with them. It may enter into any business and conclude contracts that are suitable to promote the purpose of the company or that are directly or indirectly related to it.