Legal | Tax | Compliance
Legal | Tax | Compliance
Building bridges between people, families and generations: your emphatic expert for estate and succession planning.
Dr. Balz Hösly is a Certified Specialist SBA in estate planning for private individuals and succession planning in family businesses.
Balz Hösly coordinates the MME Private Clients team and is chairman and member of various boards of directors. In business law matters, he is a recognized practitioner for corporate and public governance and strategic legal advice to companies.
As a Mediator SBA, Balz navigates conflicts in the business environment and facilitates cooperation between the private and public sectors (public-private partnerships).
Before joining MME, he was the CEO of the Swiss export promotion organization Osec (today Switzerland - Global Enterprise) and a senior director of a major Swiss insurance company.
| 2014 | Swiss Bar Association (SAV): Mediator SAV |
| 2011 | Swiss Bar Association (SBA): Ceritified Specialist SPA Inheritance law |
| 2009 | Centre for Corporate Governance, University of St. Gallen: Certificate in Corporate Governance |
| 2006 | Institute for Applied Psychology (IAP), Zurich University of Applied Sciences (ZHAW): Postgraduate diploma in systemic solution-oriented coaching |
| 2001 | MZSG (Malik Management Institute), St. Gallen: Certificate in system-oriented Management |
| 1991 | Institute for Management Development (IMD), Lausanne: International Certificate in General Management (PED) |
| 1987 | University of Zurich (Dr. iur) |
German, English, French
| since 2004 | Partner at MME |
| 2000 - 2004 | CEO of the Swiss export promotion organisation Osec (today Switzerland - Global Enterprise) |
| 2000 | CEO ad interim of an internet start-up (banner advertising) |
| 1987 - 1999 | Winterthur Insurance / Credit Suisse Group, Senior Member of the Executive Management |
| 1998 | Lead Manager for the new Group Strategy |
| 1995 - 1999 | Establishment and management of a new insurance company in Switzerland with alternative distribution channels |
| 1993 - 1994 | Head Market Development and Services Europe |
Member of the prestigious "The International Academy of Estate and Trust Law"
Listed as one of the 250 top professionals in Private Client Global Elite Directory
Recommended in The Legal 500
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 also 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 Hösly and also includes the 'excellent' Martina Aepli. Senior associate and inheritance law specialist Alexandra Geiger is another name to note."
