Dr. iur. Kurt Moosmann, MBA (Carnegie Mellon), TEP, CFP
Owner of Moosmann Advisors Ltd.
Dr. Kurt Moosmann (*1966) is an acknowledged advisor to business owning families, family offices and private clients. Before establishing his Family Business Advisory firm Moosmann Advisors in 2014, he had co-founded and successfully assumed the role as Chairman of Dara Capital, a Multi-Family Office with offices in Zurich and New York. Formerly Dr. Moosmann was Member of the Executive Committee of Quilvest Switzerland, where he was responsible for the creation and management of their Wealth Advisory Department. Before joining Quilvest, he had chaired Deutsche Bank’s International Wealth Planning Division until 2004.
In addition, Dr. Moosmann presides over the Advisory Board of FODIS LLC (previously known as “Headwaters SC”), Pittsburgh, which is widely recognized as an industry leader, serving US business owning families with significant direct investment holdings in other operating family businesses. From 2013 to early 2017, he also served as a Member of the University Board of the Private University of Liechtenstein (UFL).
In 2004, Dr. Moosmann co-founded the Family Office Roundtable (FORT), which is now run in collaboration with Wharton’s Global Family Alliance. FORT serves as a global Think-Tank for 50 entrepreneurial families with diverse global portfolios to candidly share knowledge and expertise in an environment of trust. Dr. Moosmann has also been an active member of the Society of Trust and Estate Practitioners (STEP), and participated between 2002-2005 in the «European Foundation Project» as a member of its core team, led by the Max-Planck-Institute for Foreign Private and International Law, Hamburg. More recently, Dr. Moosmann has joined a group of leading professionals in the Single Family Office industry to establish the first Single Family Office Association of Switzerland.
The native Swiss-Canadian holds a Doctorate of Law (magna cum laude) from the University of Zurich. His thesis, comparing the Anglo-Saxon and Liechtenstein trust structures, with special consideration of beneficiaries’ interests, was published in 1999. He also holds an MBA in International Wealth Management from Carnegie Mellon University (USA). Dr. Moosmann regularly lectures on topics related to Cross-Border Estate and Tax Planning, and the transition and governance within Family Business Enterprises.
Moosmann Advisors AG:
Moosmann Advisors AG is specialized in serving first generation entrepreneurs to multi-generational business owning families and family offices.
The fully independent and multi-disciplinary advisory capabilities are aimed at delivering tailored solutions to a specific need or, more comprehensively, to provide sustainable strategies for families concerned with their long term wealth preservation.