Passing on wealth is more than just a financial act. It is an expression of care, foresight and responsibility towards the next generation or other beneficiaries. With early and strategic planning, you not only ensure the preservation of your life's work, but also actively shape the future of your family, foundation, or business succession.

BPM supports you with many years of experience and a strong network of specialized tax advisors, lawyers, and public notaries. Together, we develop tailor-made solutions for a legally secure, tax-optimized, and individual transfer of wealth – be it in the form of gifts, inheritance contracts, bequests, insurance policies or the establishment of family businesses.

Our approach is holistic and personal: we analyze your asset structure, consider family constellations and your personal goals. On this basis, we develop a viable strategy that takes both the legal and the emotional aspects into account. 

Through careful and timely planning, you can arrange the transfer of wealth smoothly and exactly as you wish.