Name: Dr. iur. Kurt Moosmann
Firm Name: Moosmann Advisors AG
Jurisdiction: Switzerland
Practice Area: Estate Planning Law

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Professional Biography:

Leaders in Law endorses Dr. iur. Kurt Moosmann as our exclusively recommended Estate Planning Law expert in Switzerland. If you wish to get in touch with Dr. Moosmann, please use the contact information provided above.

Dr. iur. Kurt Moosmann, MBA (Carnegie Mellon), TEP, CFP

Owner of Moosmann Advisors Ltd.

Dr. Kurt Moosmann is an highly sought expert with more than 25 years of experience in advising business owning families, family offices and entrepreneurs across the globe.  Before establishing 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.  From 2014 – 2021 he presided over the Advisory Board of FODIS LLC, Pittsburgh, which serves global family owned business enterprises and family offices with significant direct investment holdings in US operating family businesses.  Formerly Dr. Moosmann was Member of the Executive Committee of Quilvest Switzerland, where he had founded and managed their Wealth Advisory Department. Before joining Quilvest, he had chaired Deutsche Bank’s Global Wealth Planning Division from 1998-2004, and earlier on had worked for Coutts & Co.

In 2019 Dr. Moosmann was elected first President of Switzerland’s Single Family Office Association (SFOA). This honor was bestowed on Dr. Moosmann after having co-founded the esteemed Family Office Roundtable (FORT) in 2003, a global Think-Tank for a select group of leading entrepreneurs which has been supported by Wharton’s Global Family Alliance since 2007. From 2013 – 2017, he also served as a Member of the University Board of the Private University of Liechtenstein (UFL). Dr. Moosmann has been an active member of the Society of Trust and Estate Practitioners (STEP), and in 2002 was invited to join the «European Foundation Project» as a member of its core team, led by the Max-Planck-Institute for Foreign Private and International Law, Hamburg.

The native Swiss-Canadian holds a Doctorate of Law 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, Tepper School of Business (USA) and regularly lectures on topics related to Cross-Border Estate and Tax Planning, and on generational transition and governance matters within Family Business Enterprises.

Firm Description:

Preserving Capital Across Generations

As a seasoned Homme d’Affaires to a select group of private clients around the world, I am foremost passionate about preserving and growing your family’s human, social and financial capital, that will form a legacy well beyond many generations to come.

As the Homme d’Affaires I look at our clients’ whole life circumstancesand wealth situation and act as trusted and impartial Family Advisor. By applying the profound insight gained from many similar situations (comprising topics such as business owning families, generational transition, cross-border tax planning, philanthropy and direct
investments), I consult our clients on increasingly complex matters in a qualified, independent way and if necessary, with the assistance of a long-standing network of trusted specialists.

History has shown that it has become not only desirable, but indispensable for families that all recommendations from different areas of life are initially filtered and analyzed by a Homme d’Affaires who understands the possible consequences, opportunities and potential threats for families and their individual members. That enables the families to deal with the many issues in a structured and comprehensive way, before taking a well-balanced decision.

Single Family Office Advisory

Whether you are considering establishing your own Single Family Office, facing a liquidity event, or want to preserve your family-controlled business for future generations, we provide assistance in identifying and implementing appropriate ownership structures, assessing existing oversight functions, and adopting best practices for your governance framework.

The art of advising private clients has experienced a true paradigm shift: The methodology is no longer solely set on managing the assets and liabilities of a Family’s Balance Sheet, but also embraces and accounts for the non-financial aspects of a family situation and addresses the associated risks. For more than 25 years I have passionately worked with families who have sought their own path of creativity, innovation and sustainability.

Their stories have inspired me to constantly improve the methods on how to assist families to preserve their human, social and financial capital across generations.