Dr. iur. Kurt Moosmann, MBA (Carnegie Mellon), TEP, CFP

Owner of Moosmann Advisors Ltd.

Dr. Kurt Moosmann is an highly sought expert with more than 30 years of experience in advising business owning families, family offices and entrepreneurs across the globe. Before establishing Moosmann Advisors 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. From 2014 - 2021 he presided over the Advisory Board of FODIS LLC, Pittsburgh, which serves global family owned business enterprises and family offices with significant direct investment holdings in US operating family businesses. Formerly Dr. Moosmann was Managing Director and Member of the Executive Committee of Quilvest Switzerland, where he had founded and managed their Wealth Advisory Department. Before joining Quilvest, he had chaired Deutsche Bank’s International Wealth Planning Division from 1998-2004.

Today Dr. Moosmann also serves as Executive Vice-Chairman of the Elsa Peretti Holding Ltd., the single family office of the legendary late jewelry designer Elsa Peretti, and acts as Vice-Chairman of Ms. Peretti’s charitable Nando and Elsa Peretti Foundation. Since 2019 he has been President of Switzerland’s Single Family Office Association (SFOA). Dr. Moosmann is also Co-Founder and Co-Chairman Emeritus of the esteemed Family Office Roundtable (FORT), a global Think-Tank for leading entrepreneurs in association with Wharton University. For many years, he also served as a Member of the University Board of the Private University of Liechtenstein (UFL) and has been an active member of the STEP.

The native Swiss-Canadian holds a Doctorate of Law 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, Tepper School of Business (USA) and regularly lectures on topics related to Cross-Border Estate and Tax Planning, and on generational transition and governance matters within Family Business Enterprises.

Dr. iur. Ueli Sommer, LL.M., Attorney at law

Member of the Board

Dr. Ueli Sommer (*1970) is the founding and managing partner of Littler | LEL, the Swiss member of the world’s largest employment law firm. He has many years of experience in all aspects of employment law and focuses on compensation schemes, option and participation plans. He also advises international companies and private individuals on immigration and choice of domicile issues. In addition, Dr. Ueli Sommer has substantial experience in structuring of agreements and transactions involving complex corporate group issues. He advises companies on restructurings and manages corporate transactions. Dr. Ueli Sommer is a Member of the Board of the European Employment Lawyers Association (EELA), Past Chair of the International Employment Law Committee of the ABA Section of International Law, former President of the Board of the Australian Swiss Chamber of Commerce and Industry and acting Co-Chair of the Discrimination and Equality Law of the International Bar Association. Born in 1970, Dr. Ueli Sommer was educated at Zurich University (lic. iur. 1995, Dr. iur. 1999) and at the University of New South Wales in Sydney (LL.M. 2001).

Dr. Ueli Sommer speaks German and English. He is registered with the Zurich Bar Registry and admitted to practice in all Switzerland.

Prof. Dr. oec. Hans Rainer Künzle, LL.M., Attorney at Law

Member of the Board

Prof. Dr. Hans Rainer Künzle (*1956) is an acknowledged advisor to private clients and business owning families in Switzerland and with global asset holdings. He joined KPMG in 1997 and became a Partner of KPMG in 2001. Since 1999 he was Member of the Executive Board of KPMG private. After the spin off in 2005 and the start of Kendris Ltd., he was member of the Board of Directors of Kendris. Till 2018 he served also in the function of a General Counsel, Head of the Pension Fund Committee and Media Spokesperson for Kendris.

Till 2021 Prof. Künzle taught private law and comparative private law at the University of Zurich. He has lectured also at the Universities of St-Gall and Fribourg (Switzerland), and he teaches the Post-Degree studies at the Universities of Zurich (LLM Tax, Library and Information Sciences), Münster (Germany / business succession planning) and Vaduz (Liechtenstein / LLM). He was a visiting Professor at the University of California in Berkeley (USA / LLM Professional Track, USA) and at the China University of Political Science and Law in Beijing (China).

Prof. Künzle is Vice-President of the Association „Successio“ and Chairman of the Swiss Association of Arbitration in Inheritance Matters (SVSiE). He is member of the International Bar Association (IBA), the Society of Trust and Estate Practitioners (STEP), Swiss Foundations, the German Association „Hereditare“ and the „Deutsche Vereinigung für Erbrecht und Vermögensnachfolge (DVEV).

A native Swiss, he holds a Doctorate of Economics (summa cum laude) from the University of St-Gall and passed the Bar Exam in the canton of St-Gall. His thesis deals with the topic agency and his second thesis (Habilitation) compares executors in Switzerland and California. He is author of the „Berner Kommentar“ to the (Swiss) executor (Willensvollstrecker) and of the „Zürcher Kommentar“ to the International Inheritance Law (Art. 86-96 International Private Law Act).

Prof. Künzle is fluent in German and English and has basic knowledge in French. He regularly holds presentations on topics related to international estate planning.