The company's purpose is to engage in all analysis, argumentation, planning, consulting, expertise, management and training activities, in accordance with the rules of the Swiss Financial Market Supervisory Authority (FINMA), for private individuals, companies or intermediaries, in the areas of pension planning, property acquisition, finance, insurance and real estate, excluding operations prohibited by the Federal Act on the Acquisition of Real Estate by Foreigners (LFAIE) (for full purpose see articles of association).