Moosmann Advisors AG
Zumikon-based advisory firm founded 2014 by Dr. Kurt Moosmann, advising entrepreneurs, business-owning families and family offices on governance, succession, tax and asset allocation.
Identity
- HEADQUARTERS
- Zumikon, Switzerland
- FOUNDED
- 2014
Overview
Moosmann Advisors AG, based in Zumikon near Zurich, was established in 2014 by Dr. Kurt Moosmann, formerly co-founder and chairman of the multi-family office Dara Capital. It advises first-generation entrepreneurs, multi-generational business-owning families, family businesses and family offices on governance, succession, cross-border tax and estate planning, philanthropy and single-family-office set-up. Its investment work covers strategic asset allocation, selection and monitoring of investment managers, liquidity management, and direct investments and club deals.
People
Frequently asked questions
Moosmann Advisors AG is a multi family office based in Zumikon, Switzerland, founded in 2014.
Moosmann Advisors AG does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Moosmann Advisors AG include Dr. Kurt Moosmann (Owner) and Dr. Ueli Sommer (Member of the Board).