Dr. Balz Hösly

Legal Partner, Certified Specialist SBA Inheritance Law, TEP, Mediator SBA

Profile

Balz Hösly is a renowned practitioner in strategic legal advice & risk management and corporate & public governance. As a Certified Specialist SBA Inheritance Law and TEP he leads the MME private clients’ team and is an expert in international inheritance and estate planning and in corporate succession. In the context of his work as a Mediator SBA he also focuses on conflict and reputation management in economic contexts. Balz Hösly is chairman and member of several boards of directors.

Business activities

  • International Estate Planning, Inheritance and Succession Law
  • Strategic Legal Advice, Strategy Development and Strategic Change
  • Corporate Governance, Risk Management and Board memberships
  • Conflict and Reputation Management and Mediation
  • Public Governance and Public Private Partnerships

Education

2014
Swiss Bar Association (SBA): Mediator SBA 
2011
Swiss Bar Association (SBA): Certified Specialist SBA Inheritance Law  
2009
Centre for Corporate Governance, University of St. Gallen: Certificate in Corporate Governance 
2006
Zurich University of Applied Sciences (zhaw/IAP): Certificate in systemic and solution focused coaching 
2001
MZSG (Malik Management Institute), St. Gallen: System-orientated Management 
1991
Institute for Management Development (IMD), Lausanne: Program for Executive Development (PED)  
1987
Zurich University (Dr. iur.)

Languages

  • German
  • English
  • French

Current Board Memberships

  • Chairman of the board: Greater Zurich Area, Zurich (investment promotion agency; public private partnership)
  • Chairman of the board: AG Hallenstadion, Zurich (Switzerland’s biggest multifunctional indoor arena with private and public shareholders)
  • Member of the board: Showwerk AG, Aegeri
  • Member of the board: Bombardier Transportation (Switzerland) AG, Zurich

Teaching Assignments

  • IFZ-Institute, Lucerne University of Applied Sciences and Arts: Crisis and Reputation Management
  • ZfU Business School, Thalwil (Member of the Visiting Faculty)
  • University of St. Gallen: Location and FDI Strategy

Listings

The Legal 500 (www.legal500.com)

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 disputs'."

Executive Experience

Since 2004
Partner at MME  
2000-2004 
CEO of Switzerland's export promotion agency Osec (today: Switzerland - Global Enterprise)   
2000  
CEO ad interim of an internet banner advertising company   
1987-1999  
Winterthur Insurance Group, member of the senior management team    
1998  
Project Director for the Winterthur Group's global strategy review    
1995-1999  
Project Director to develop and CEO of a new subsidiary company in Switzerland (direct insurance based on alternative distribution channels)    
1993/1994  
Head Market Development and Services Europe  

 Intercultural Experience

  • Working and living experience in the U.K. and Belgium
  • International working and negotiating experience in European and oversea markets on top management and government level
  • Active support in establishing an international network of law firms (www.primerus.com)  

 Political and Administrative Experience

  • Working experience with the Swiss federal administration (state secretariat for economy: seco; foreign ministry: EDA) and the administration of the Canton of Zurich
  • Member of the Zurich State Senate (parliament), 1991-2003 and Leader of the Liberal Democratic Group (FDP = conservative, republican in the State Senate, 1996-2003 
  • Member of the Executive Board of the Zurich State Senate and President of the State Senate’s Committee for administrative and parliamentary reforms (New Public Management), 1996-2003

Memberships

  • Swiss Bar Association (SAV)
  • Zurich Bar Association (ZAV)
  • Successio (association for inheritance law)
  • Society of Trust and Estate Practitioners (STEP)
  • European Corporate Governance Institute (ECGI)
  • Rotary Club Zurich Turicum
  • Chevalier dans l'Ordre National du Mérite (France)
  • Golf Club Breitenloo