The company's purpose is to operate a consulting firm in connection with all financial areas for private individuals and companies, in particular insurance analyses, tax and pension consulting, financial planning, asset management and distribution of all necessary products. The company is also authorized to participate in any form in other companies in Switzerland and abroad, to acquire, manage and sell patents, licenses, securities and real estate in Switzerland and abroad. The company can conduct all business that is directly or indirectly related to its purpose or is suitable for promoting it.