Moosmann
Advisor AG

Head office
Haldenstrasse 6
8126 Zumikon
Switzerland

Phone: +41 79 480 60 62

Moosmann Advisors

Preserving Capital across Generations

Welcome to Moosmann Advisors

MOOSMANN ADVISORS (MA) 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.

Preserving Capital Across Generations

As a seasoned Homme d’Affaires to a select group of private clients around the world, I am foremost passionate about preserving and growing your family’s human, social and financial capital, that will form a legacy well beyond many generations to come.

«The true essence of my client relationships is built on a profound sense of trust, responsibility and authenticity, as well as on a respectful amount of scrutiny.»

As the Homme d’Affaires I look at our clients’ whole life circumstances and wealth situation and act as trusted and impartial Family Advisor. By applying the profound insight gained from many similar situations (comprising topics such as business owning families, generational transition, cross-border tax planning, philanthropy and direct investments), I consult our clients on increasingly complex matters in a qualified, independent way and if necessary, with the assistance of a long-standing network of trusted specialists.

History has shown that it has become not only desirable, but indispensable for families that all recommendations from different areas of life are initially filtered and analyzed by a Homme d’Affaires who understands the possible consequences, opportunities and potential threats for families and their individual members. That enables the families to deal with the many issues in a structured and comprehensive way, before taking a well-balanced decision.

Single Family Office Advisory

Whether you are considering establishing your own Single Family Office, facing a liquidity event, or want to preserve your family-controlled business for future generations, we provide assistance in identifying and implementing appropriate ownership structures, assessing existing oversight functions, and adopting best practices for your governance framework.

«Sustainable Wealth Preservation lies
in accepting the correlation between the growth of a Family’s human and intellectual capital and its financial capital.»

  • Family Wealth
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  • Human Capital

    Human Capital

    The knowledge, talents, values, passions and aspirations of an individual family member.

    Read article On Human Capital
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  • Intellectual Capital

    Intellectual Capital

    Alludes to the individual‘s learning aptitude and the family‘s capabilities to communicate, resolve conflicts and make joint decisions.

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  • Financial Capital

    Financial Capital

    Refers to a family’s financial balance sheet (incl. all tangible and intangible assets irrespective of the nature of assets)

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  • Social Capital

    Social Capital

    In sociology, social capital is the expected collective or economic benefits derived from the preferential treatment and cooperation between individuals and groups. -Wikipedia

    Social Entrepreneurs on the other hand drive social innovation and transformation in various fields including education, health, environment and enterprise development. They pursue poverty alleviation goals with entrepreneurial zeal, business methods and the courage to innovate and overcome traditional practices.

    Read article On Social CapitaL

«Trust enables you to put your deepest feelings and fears in the palm of your partner's hand, knowing they will be handled with care»

Carl S. Avery

The art of advising private clients has experienced a true paradigm shift: The methodology is no longer solely set on managing the assets and liabilities of a Family’s Balance Sheet, but also embraces and accounts for the non-financial aspects of a family situation and addresses the associated risks.


Cross-Generational Family Office Family Owned Business Governance Investment Selection Education &Lifestyle Philanthropy Tax & Estate Fiduciary MA Homme d’Affaires

For more than 30 years I have passionately worked with families who have sought their own path of creativity, innovation and sustainability.

Their stories have inspired me to constantly improve the methods on how to assist families to preserve their human, social and financial capital across generations.

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