The company aims to manage, administer and renovate properties, including caretaker services. Additionally, it will be active in customer brokerage with agencies in the areas of insurance and pension planning, insurance and fund companies, asset managers and banks, and will offer its own financial and pension planning. It can acquire, sell and encumber properties. The company can establish branch offices, participate in other companies in Switzerland and abroad, acquire or merge with similar or related companies, and enter into all transactions and conclude contracts that are suitable to promote the purpose of the company or are directly or indirectly related to it.