HMSA Group

Overview

HMSA Group is an independent, privately owned group founded in 2013 by specialists in wealth planning. It provides fiduciary, trust, wealth structuring and protection, entrepreneurial support, family office, property, funding, and corporate services.¹

History

Founded in 2013, HMSA operates through entities and representatives in Switzerland, the United Kingdom, Hong Kong, Ireland, New Zealand, South Africa, and the British Virgin Islands. The group says it is a founding member of the Coriats HMSA platform, which brings together two independent, director-owned businesses serving international families across nine jurisdictions.¹

Leadership

Geoff Melamet is HMSA’s founder and CEO. Marc Pimstein is a founding partner and Account Executive Director who oversees international business development and accounting functions. The wider team includes Eric Hohberger, Director; Jonathan Melamet, Director HMSA Ireland and Account Executive; and Magali Le Quellenec-Rault, Head of Geneva Office, Trust Officer and Executive Manager.²

Services

HMSA establishes and manages international trusts, companies, and other fiduciary structures for wealth preservation and succession planning. Its services also cover wealth structuring and protection, entrepreneurial support, family office assistance, property, and funding.³

Corporate services include directors and secretaries, company management, administration, bookkeeping, and tax filing.⁴

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Administration and bill pay
• Cross-border planning

Client Focus

The group serves high-net-worth individuals, entrepreneurs, business owners, corporate clients, and families internationally.¹

Approach

HMSA states that it provides impartial, independent, and discreet advice, and describes its fiduciary services as independent. Its family office offering combines traditional family office and concierge support with coordination among external specialists and assistance with complex wealth administration.³

Regulation

HMSA Sàrl appears on FINMA’s published list of authorised trustees supervised by the Organisme de Surveillance des Instituts Financiers. HMSA states that HMSA Limited is regulated in the United Kingdom by HM Revenue & Customs as a Trust and Corporate Service Provider, and that HMSA (HK) Limited is regulated by the Hong Kong Registry for Trust and Company Service Providers.⁵

FAQs

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Sources

1. HMSA Group, About Us
2. HMSA Group, Our Team
3. HMSA Group, Our Services
4. HMSA Group
5. FINMA, List of authorised trustees supervised by OSIF

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.