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DirectoryFinance & InsuranceFamily OfficesZumikonMoosmann Advisors AG
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Moosmann Advisors AG

Summary

About the company

The core activity of Moosmann Advisors AG is the independent and multidisciplinary consulting of family businesses, family offices and entrepreneurs in the areas of succession planning, wealth planning, tax planning, philanthropy and direct investments, with the goal of preserving and increasing the human, social and financial wealth of these families across generations.

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Offering

Products & services

Industry:Family OfficesFiduciary Offices
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Family office advisory
Advisory on Single Family Office and Multi-Family-Office structures, governance, ownership structures and oversight functions for families and family-controlled assets.
Succession and family business advisory
Advisory for family-managed businesses on ownership, leadership, generational change, the roles of the family and the business, and long-term value creation across generations.
Tax and estate planning
Tax optimization, asset and holding structures, cross-border investments and forward-looking estate planning to mitigate risk and preserve wealth.
Trust and fiduciary services
Trustee services, support for Family Trusts, protection of family assets, board memberships and foundation management.
Philanthropy advisory
Advisory on philanthropic projects, foundations or trusts, selection of suitable structures, support for donation processes and mentoring for beneficiaries.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Haldenstrasse 6
8126 Zumikon
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-402.684.167
Founded
2014 · 12 years
Last commercial register change
July 10, 2026
Employees
1 to 10

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