Kurt Moosmann
Name: Dr. Kurt Moosmann
Firm Name: Moosmann Advisors AG
Country: Switzerland
Expertise: Estate Planning Law


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Professional Biography:

Dr. Kurt Moosmann is our exclusively recommended Estate Planning Law expert in Switzerland on the Advisory Excellence website. If you need assistance in this area, please contact Kurt directly using the contact details listed above.

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

Owner of Moosmann Advisors Ltd.

Dr. Kurt Moosmann (*1966) is an highly sought advisor to 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. 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 International Wealth Planning Division from 1998-2004, and earlier on had worked for Coutts & Co.

More recently, Dr. Moosmann has been elected first President of Switzerland’s Single Family Office Association (SFOA). In addition, Dr. Moosmann presides 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. 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.

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, Tepper School of Business (USA) and regularly lectures on topics related to Cross-Border Estate and Tax Planning, and the transition and governance within Family Business Enterprises.

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