Kurt Dr. Moosmann

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 AG 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 Headwaters SC (Pittsburgh), which is widely recognized as an industry leader, serving US clients with significant direct investment holdings in operating family businesses, and serves as a Member of the Board of Tom Capital AG, in Zurich. From 2013 to early 2017, he was also 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 (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.

Donna J. Jackson

Donna J. Jackson is a nationally-recognized attorney, authority, speaker and educator in estate planning. Ms. Jackson is a CPA and hold a Masters Degree (L.L.M.) in Elder Law. With over 28 years of legal experience, she mostly practices in estate planning with an emphasis on Medicaid, VA Benefits, and special needs planning, including revocable, irrevocable and special needs trusts, wills, durable power of attorneys, and living wills. Additionally, Donna’s practice includes taxes, probates, and business organizations.

Attorney Jackson is an animal lover – as seen by the office’s Chief Canine Office (C.C.O.), Rico, who is Donna’s newest and smallest dog. Her 3 other fur babies are a bit bigger and rarely make it to the office but she loves them just the same.

Donna currently serves on the board of the National Academy of Elder Law Attorneys; she’s on numerous committees of the American Bar Association, Oklahoma Bar Association, Oklahoma Society of CPAs, and many others. She has been a keynote speaker for the Oklahoma Bar Association, Strafford, and the National Business Institute (NBI). She was honored as one of the 2011-2015 Five Star Wealth Managers in Estate Planning in the Oklahoma Magazine. Go Pokes!

John Stirling

John Stirling made a welcome return to Turner Hopkins in 2003, having previously worked for the practice after graduating from Otago University and being admitted to the Bar in 1988. John became a partner in Turner Hopkins in 2005.

Fours years after originally joining Turner Hopkins, he went on to provide specialist legal expertise in property and estate planning with two central Auckland law firms before returning as an Associate.

John continues to offer specialist services in property and estate planning to our clients, as well as business and commercial law.”

As a lawyer at Turner Hopkins I enjoy working alongside our clients, assisting them to understand and bring to completion what, at times, can be complex commercial and legal transactions. The client satisfaction is then often reinforced by them referring my services to potential new clients.

Practice:

We care about our clients and believe that every client is unique and every situation demands individualised attention. We have a vast breadth of experience across our firm. We take particular pride in the manner in which we take time to listen to our clients, focus on their requirements and work together to achieve the best possible outcomes in an efficient and cost effective manner. We are an approachable and reliable team, able to provide big firm knowledge and experience with boutique practice, flexibility and value for money which makes Turner Hopkins the legal partnership you can rely on.

The size and structure of our practice ensures our clients get direct contact with the partner or senior professional responsible for the legal services required and our commitment, experience and common sense approach gives our clients the right information to make informed decisions. We always put people first and it is this approach and these values that have, over the past 100 years, resulted in Turner Hopkins becoming one of Auckland’s most successful and highly regarded legal practices.

After all, our success is your success.

David G. Forbes-Jaeger

David provides legal advice in relation to Trust laws.

Bar Admissions:

• Florida (1984)
• Switzerland (1997)

Education:

• Rheinische Friedrich-Wilhelms Universität, Bonn, Federal Republic of Germany: 1976-1977
• University of Florida: 1974-1978
• B.A. (summa cum laude): 1978
• M.A., Phi Kappa Phi: 1979
• Juris Doctor: 1982
• The Hague Academy of International Law: 1985

Experience:

• Managing Partner, DFJSWISS LLC, 2011 – present
• Partner, Secretan Troyanov, Geneva (Switzerland) 1996 – 2010
• Of Counsel, Law Offices Maurice M. Diliberto, Miami, Florida, USA: 1984-1988

Memberships:

• STEP Society of Trust and Estate Practioners
• ITPA International Tax Planning Association
• Geneva Association of Business Law
• Swiss Association for Foreign Policy
• Swiss Forum for International Affairs
• Geneva Bar Association Foreign Lawyer Section

Languages:

English, French and German