Leaders in Law, the leading platform in its field, is delighted to welcome Dr. iur. Kurt Moosmann as our exclusively recommended & endorsed Estate Planning Law expert in Switzerland. Kurt’s office is located in Zurich.
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.
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.
If you require any assistance in this area, please use the contact details provided in Kurts’s profile below or contact us at email@example.com & we will put you in touch.