Moosmann Advisors

Moosmann Advisors

Dr. Kurt Moosmann established Moosmann Advisors in 2014 after co-founding Dara Capital and chairing Deutsche Bank’s International Wealth Planning Division from 1998 to 2004. The firm provides independent advisory services to business-owning families on ownership structures, succession, and governance frameworks. Moosmann previously presided over the Advisory Board of FODIS LLC in Pittsburgh from 2014 to 2021. Moosmann Advisors deploys capital through direct co-investments, fund-of-funds commitments, real estate, and collectibles mandates. The firm maintains geographic coverage in Europe and North America. Confirmed advisory relationships include board service at Elsa Peretti Holding Ltd. and the Nando and Elsa Peretti Foundation. Investment types encompass philanthropic structures, mixed-use real estate, and passion assets. The firm co-founded the Family Office Roundtable in association with Wharton University. The firm operates from a single office in Zumikon with a core team of three named directors. Dr. Moosmann has served as President of the Single Family Office Association since 2019. Adjacent vehicles include the Nando and Elsa Peretti Foundation. No operational events from the last 24 months appear in public records. Moosmann Advisors maintains a Homme d’Affaires model that integrates tax, estate, and governance advice with active ownership roles. This structure differs from pure investment platforms by embedding the principal in family decision processes across multiple generations. The approach draws on Moosmann’s prior roles at Quilvest Switzerland and Deutsche Bank to filter external recommendations before family implementation.