Independent Wealth Management and Family Advisory
Böker & Paul AG provides independent guidance on wealth management, financial planning, and multi-generational family advisory. This website is informational. No services are sold or purchased here.
An independent practice for wealth structuring and planning
Böker & Paul AG operates as an independent advisory practice. We do not accept commissions tied to specific financial products. Our work centers on structured analysis, documentation, and coordination across a client's financial affairs.
This site describes our focus areas for general information. It does not constitute an offer, solicitation, or recommendation.
Read About UsA structured, independent process
Our approach is built on three principles that guide every engagement.
Independent Counsel
Advisory work is separated from product distribution. Recommendations are not tied to third-party commissions.
Confidential Process
Client information is handled under strict confidentiality throughout every stage of an engagement.
Long-Term Perspective
Planning is structured around multi-year and multi-generational time horizons, not short-term transactions.
Selected areas of advisory work
An overview of the areas we cover. Full descriptions are available on the focus areas page.
Portfolio Structuring
Review and structuring of asset allocation across custodians and jurisdictions.
Succession Planning
Coordination of estate and succession matters in cooperation with legal counsel.
Family Governance
Frameworks for family decision-making across generations and family branches.
Cross-Border Coordination
Coordination of holdings and reporting obligations across multiple jurisdictions.
Advisory across generations
Family wealth advisory addresses matters that extend beyond a single individual: succession, shared ownership, and communication between family members and generations.
We work alongside a family's existing legal, tax, and fiduciary advisors rather than replacing them.
Explore Focus AreasCommon questions about our practice
General information. For questions specific to your situation, contact us directly.
We provide independent advisory services covering wealth management, financial planning, and family wealth advisory. We do not manage or hold client assets directly.
No. Our role is advisory. Client assets remain held with the client's own banks, custodians, or fiduciaries at all times.
Individuals and families seeking structured, independent review of their financial affairs, succession planning, or cross-border coordination.
An initial conversation is used to understand a client's situation and objectives. Details and next steps are discussed directly, not published on this site.
No. We coordinate with a client's own tax and legal advisors. Where none exist, we can suggest that independent counsel be engaged.
Yes. Engagements are based on a client's specific circumstances, documentation, and stated objectives rather than standardized products.
Client information is treated as confidential. Details on data handling are set out in our privacy policy.
Primarily clients within Germany and the wider DACH region, with coordination extended to other jurisdictions where relevant to a client's holdings.
Request Information
Contact our office to arrange an initial conversation or to request further information about our focus areas.
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