Independent · Fee-Based · Multi Family Office
Wealth guided by independence, not by product.
We are BV & P Vermögen AG, an independent wealth management and multi family office based in Kempten. Our team accompanies entrepreneurial families and private investors with fee-based, conflict-free advice that is built around one relationship, not one transaction.
What guides us
We see wealth as a story that spans generations, not a portfolio to be optimised in isolation.
Every family we work with has its own history, its own tensions, and its own definition of what security means. We take the time to understand that story before we ever speak about allocation or structure. It is a slower way of working, and we believe it is the right one.
Read our historyAreas we accompany
Informational guidance across the questions that matter to your family
Wealth Planning
Long-term orientation for portfolios, liquidity and intergenerational transfer.
Multi Family Office
Coordinated oversight of advisors, structures and reporting for family enterprises.
Fee-Based Advisory
Advice remunerated solely by agreed fees, structured to avoid conflicts of interest.
Governance & Continuity
Frameworks that help families discuss succession before it becomes urgent.
“We would rather say no to a mandate that does not fit than say yes and compromise the independence our clients rely on.”