The company's purpose is to provide asset and wealth management for private and institutional clients; distribution and conception of financial products of all kinds; training in the financial and real estate sector; purchase, sale and management of all types of real estate and other investment objects, in particular in the canton of Lucerne. The company can carry out all commercial, financial and other activities that are connected with the company's purpose. The company can establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad. The company can acquire, hold and sell properties.