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.»
«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
For more than 25 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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