The company's purpose is to provide wealth management consulting, alternative investment consulting, financial planning, asset structuring, investment strategy support, as well as any related or complementary consulting services in the financial and wealth management fields. It can develop, promote, and distribute solutions and tools related to asset management, organize training or conferences, and conduct research, analysis, or economic monitoring activities. It may, in Switzerland and abroad, create branches, participate in other companies, acquire companies with a different, identical, or similar purpose, or merge with such companies, carry out any operations and conclude all contracts aimed at developing and extending its purpose or directly or indirectly related thereto.