The company's purpose is to provide services in the field of tax and independent all-financial consulting as well as all-financial planning, brokerage of financial products of all kinds from insurance and banking companies, and the development of customer-specific investment and financing concepts. The company can buy, sell, broker and rent real estate. The company can enter into all transactions and conclude contracts that are suitable to promote the purpose of the company or that are directly or indirectly related to it, and establish branch offices in Switzerland and abroad, participate in or merge with other companies.