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Moosmann Advisors Overview

Type

Multi Family Office

Year Founded

2014

General Information

Moosmann Advisors is a multi-family office headquartered in Zumikon, Switzerland. Founded in 2014 by wealth-planning attorney Dr. Kurt Moosmann, the firm advises first-generation entrepreneurs and multigenerational business-owning families on cross-border estate planning, governance, tax structuring, philanthropy and direct investments, drawing on the founder’s three decades of international private-client experience—guiding complex family wealth toward long-term, purpose-aligned stewardship.

Contact Information

Website:
https://www.moosmannadvisors.com/

Year Founded:
2014

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Haldenstrasse 6 8126 Zumikon Switzerland

Portfolio & Notable Allocations


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