Legal | Tax | Compliance
Legal | Tax | Compliance
Brückenbauer zwischen Menschen, Familien und Generationen: Kreativer Optimist mit Fingerspitzengefühl.
Balz Hösly kombiniert Fachkompetenz mit Empathie, mit Kreativität, natürlicher Autorität und einem Schuss Humor. Er koordiniert das MME Privatkunden-Team und ist Experte für Nachlassplanung von Privatpersonen und Nachfolgeregelungen in Familienunternehmen.
Balz Hösly ist Präsident und Mitglied verschiedener Verwaltungsräte. In wirtschaftsrechtlichen Fragen gilt er als anerkannter Praktiker für Corporate & Public Governance sowie für die strategische Rechtsberatung von Unternehmen.
Im Rahmen seiner Tätigkeit als Mediator SAV befasst sich Balz Hösly mit Konflikten im wirtschaftlichen Umfeld sowie der Zusammenarbeit von Privatwirtschaft und öffentlicher Hand.
| 2014 | Schweizerischer Anwaltsverband (SAV): Mediator SAV |
| 2011 | Schweizerischer Anwaltsverband (SAV): Fachanwalt SAV Erbrecht |
| 2009 | Center for Corporate Governance, Universität St. Gallen: Zertifikat in Corporate Governance |
| 2006 | Institut für angewandte Psychologie (IAP), Zürcher Hochschule für angewandte Wissenschaft (ZHAW): Nachdiplom in systemisch-lösungsorientierter Beratung/Coaching |
| 2001 | MZSG (Malik Management Institute), St. Gallen: Zertifikat Systemorientiertes Management |
| 1991 | Institute for Management Development (IMD), Lausanne: Zertifikat International General Management (PED) |
| 1987 | Universität Zürich (Dr. iur) |
Deutsch, Englisch, Französisch
| seit 2004 | Partner bei MME |
| 2000 - 2004 | CEO der Schweizer Exportförderungsorganisation Osec (heute Switzerland - Global Enterprise) |
| 2000 | CEO ad interim eines Internet Start-Up (Bannerwerbung) |
| 1987 - 1999 | Winterthur Versicherungen/Credit Suisse Group, Mitglied der Direktion |
| 1998 | Projektleiter für die neue Konzernstrategie |
| 1995 - 1999 | Aufbau und Geschäftsführung einer neuen Versicherungsgesellschaft in der Schweiz mit alternativen Distributionskanälen |
| 1993 - 1994 | Head Market Development and Services Europe |
Mitglied der reputierten "The International Academy of Estate and Trust Law"
Verzeichnet als einer der 250 top Spezialisten bei Private Client Global Elite
Recommended Lawyer 2020 for Private Client
MME Legal | Tax | Compliance has its areas of activity in its name; the team is instructed by HNWIs and families to assist them in particular with inheritance and real estate matters. Practice head Balz Hösly has longstanding experience in the field and also advises on estate planning and in corporate succession.
‘Balz Hösly is an outstanding inheritance lawyer. He is very knowledgable and an excellent communicator in tense and difficult circumstances.‘
Recommended Lawyer 2020 for Commercial, Corporate and M&A
Balz Hösly serves as the chairman and member on various boards of directors.
‘Balz Hösly is indispensable for his strategic legal advice with a “nose” for the relevant future issues; he is very experienced in negotiations and a very reputed senior lawyer for finding creative solutions even in complex and difficult situations. He leads his team with a great spirit.’
Recommended Lawyer 2016 for Private Clients
"MME Legal | Tax | Compliance regularly advises high-net-worth individuals on their estate planning and retirement arrangements. Balz Hösly is an 'excellent estate planner' and 'very good at mediating inheritance disputes'."
Recommended Lawyer 2018 for Private Clients:
"MME Legal | Tax | Compliance ‘has profound expertise and know-how in private client matters and offers an excellent level of competence in business succession law’ as well as ‘a high service level and an outstanding work quality’; inheritance law and the financial aspects of matrimonial law are equally important core areas for the team. ‘Insightful and trustworthy strategic thinker’ Balz Hösly is ‘very experienced and hands-on in succession planning for small and medium-sized companies’ and senior associate Alexandra Geiger is also recommended for her inheritance and estate planning expertise."
Recommended Lawyer 2019 for Private Clients
"MME – Legal | Tax | Compliance 'chooses its teams well, maintains a good internal communication and works hand-in-hand with each other'. It is best known for acting for clients in international inheritance, financial matrimony matters, company succession and tax matters. The team is led by 'profoundly knowledgeable, experienced and pragmatic estate law specialist' Balz Hoesly and also includes the 'excellent' Martina Aepli. Senior associate and inheritance law specialist Alexandra Geiger is another name to note."
