- Generation Three
- Mike Betesh
- Alia Al-Senussi
- Theo Azouz
- Lisa Balcombe
- Benoît Belhomme
- Donna Bengio
- Susan Dark
- Emma de Montfort
- Lalita Lalvani
- Rosa Lopez
- Philip Meir
- Meghan Pinto
- Gabriela Reed
- John Sinclair
- Daniel Stridsberg
- Caroline Summers
- Raphael Wyss
- US Services
- Joseph Weilgus
- Adam Geiger
- David Golush
- Tianxing Hu
- Alexandra Rubinstein
- Justin Xiang
- Advisory Committee
- Barry Munitz
- James Penturn
- Kenny Schachter
- Zoe Windsor
- Generation Three
- Mike Betesh
- Alia Al-Senussi
- Theo Azouz
- Lisa Balcombe
- Benoît Belhomme
- Donna Bengio
- Susan Dark
- Emma de Montfort
- Lalita Lalvani
- Rosa Lopez
- Philip Meir
- Meghan Pinto
- Gabriela Reed
- John Sinclair
- Daniel Stridsberg
- Caroline Summers
- Raphael Wyss
- US Services
- Joseph Weilgus
Mike Betesh is the founder of Generation Three and has comprehensive experience in the financial services industry. After several years at Merrill Lynch in New York, where he worked with UHNWIs in the US and Europe, he moved to the UK to help establish the wealth management business at Ansbacher, managed business development for Dryden Financial across Europe and Asia, and worked with EFG International on developing their UHNW business and marketing proposition.
Mike has extensive experience within business and asset advisory, fiduciary services and family governance. He advises Generation Three clients on how to establish long-lasting governance and succession plans and acts as the generalist risk manager for clients of the group. His knowledge and expertise spans asset protection, charitable foundation management, institutional growth and diversification strategies, transaction structuring, family succession planning and business development advice. Mr Betesh holds a BA in Business and Economics from NSU and has a keen interest in modern and contemporary art. Mike promotes charitable initiatives by advising on expansion and fundraising strategies and acting as a board member for charities and foundations.
Alia serves on the Board of Patrons of Art Dubai, the Middle East & North Africa Acquisitions Committee of the Tate Gallery, and the Executive Patrons Committee of the Tate Gallery. She also serves on the Future Contemporaries Committee of the Serpentine Gallery and is co-chair of the Parasol Future Unit. She was previously a director of the Albion Gallery.
She is also the Art Basel Representative for the UK and for the Middle East and North Africa.
She has extensive marketing experience in the Middle East, and has been featured in the media for promoting awareness of, and interest in contemporary art to the region's women.
Alia holds a BA Magna Cum Laude in International Relations (honours) and an MA in Political Science, both from Brown University, and an MSc in Law, Anthropology and Society from the London School of Economics.
Theo graduated from University College London in 2015 achieving a BSC in Anthropology.
Theo has previously worked in the commercial team at a transport start up. There he was involved in planning the commercial growth of the company nationwide. Theo has also had experience of residential and commercial property having worked for a London-based property developer. He also worked at Rawbank in Kinshasa (DR Congo) where he was involved in the development of products and the design of the online app. Additionally, Theo spent time working at Jigsaw productions, a documentary film group based in New York.
Theo works as a marketing executive at Generation Three London, assisting the business development team.
Lisa has more than 20 years’ experience in the Services industry. She acquired her global network of resources during her time at Warner Bros Films as a member of their international Advertising and Publicity team. She was responsible for coordinating all marketing and publicity campaigns and organizing film premiers in the major European territories.
Lisa subsequently joined an established family Insurance Claims Consultancy as Claims Manager, handling insurance matters and dealing with claims for overseas clients. Most recently, Lisa set up a single family office with specific responsibility for managing a family’s extensive UK residential property portfolio.
At Generation Three, Lisa is responsible for managing Client Services. She presides over: Lifestyle Services, Administration, Insurance, Risk and Property Management, Immigration and Human Resources.
Head of Operations
Benoît Belhomme is Head of Operations and a business advisor at Generation Three. He specialises in restructuring, corporate and international law and tax planning.
During his 33 years at leading international law firm Clifford Chance, and then as General Counsel at BAT, Benoit has acquired significant multinational strategic corporate experience. He has expertise in managing difficult and complex business and personal cross border issues.
Benoît holds a masters in political science and international business law from the University of Paris - Sorbonne. He is a co-founder and board member of a bilingual School in London. He is a keen tennis player and Chairman of his local tennis club.
Executive Assistant to the Managing Partner
Donna graduated in 2015 from Babson College, Boston with a BSc in Business Management and Administration.
She subsequently developed an e-commerce platform buying and selling second hand clothing and accessories.
In 2015, Donna came to Generation Three using her fluent Spanish to assist with new business and projects in Spain and South America. She is now the Executive Assistant to the Managing Partner and works on special projects.
Business Advisory & Philanthropic Solutions
Susan is Head of Business Advisory Services and Philanthropic Solutions for Generation Three. She provides services for private clients and families which include strategic planning, risk management, evaluation of new business opportunities, the enhancement of family business operational performance and the implementation of strong governance solutions. Susan develops philanthropic giving plans and is actively involved in the structuring of Family Councils, Foundations and providing ongoing oversight.
Susan has in-depth experience in running and advising businesses. She has senior commercial, operational and change management experience following roles as a Partner at Ashberg Ltd, General Manager at Capio UK, Managing Director at Nikko Healthcare Ltd, Director of European Strategic Development at Cable & Wireless plc, Senior Vice President at Technology Solutions Company, European Chief Marketing Officer and UK Managing Director at a division of Mannesmann AG and Vice Chair of SW London and St Georges Mental Health NHS Trust.
Susan has experience serving on charitable boards and has served as a Trustee on the Boards of Trinity Hospice, the Campaign for Learning and as Chair of Teens and Toddlers and Chair of the Charitable Committee of SW London and St Georges Mental Health NHS Trust. She continues to be an Ambassador for charities and provides pro bono strategic and fundraising support. She has a special interest in Human Rights and gender equality. Susan sits on the Boards of Clients Foundations and Family Councils in the UK, Switzerland, Germany and South Africa and is a member of the Alumni of the Windsor Leadership Trust, Global Telecoms Women’s Network and is a Fellow of the RSA. Susan holds a BA, an MSc and an MBA.
Emma de Montfort
Emma graduated from Sheffield Hallam University in 2012 with a Law degree and a Masters in French Corporate Law. Emma completed the post graduate Legal Practice Course at the University of Law in 2013.
Emma has practical experience of Common and Civil Law in France and England. She began her career at Freshfields where she worked in Litigation. In 2014, she took up a position at Age UK dealing with Head Office contractual matters. This was followed by a move to HMRC where she worked on high profile corporate tax litigation issues.
Prior to joining Generation Three, Emma worked at the Serious Fraud Office on legal and compliance related matters in preparation for trial.
At Generation Three, Emma assists clients with all legal related matters encountered on a day to day basis.
Emma is fluent in English, French and Tamil.
Special Projects and Finance
Lalita is the Chief Financial Officer and a client business advisor at Generation Three. Along with her responsibilities for overseeing finance for the Generation Three Group, Lalita advises clients on restructuring, expansion and change management. Prior to joining Generation Three, Lalita was the Finance Director at Antfactory Group, a global investor in early stage technology based companies, where she was primarily responsible for putting in place the financial, risk management, control and administrative processes, policies and procedures for the group.
She was an Investment Executive with 3i Plc, and subsequently a Senior Manager at Ernst & Young Management Consultancy Services in the financial services sector. Lalita has worked both in the UK and emerging markets, in project management and change management. She is also a former Chief Operating Officer with significant experience in private equity, as well advisory experience with large and mid-size corporations, as well as private clients. Lalita is a graduate of the London School of Economics.
Head of Trust Administration
After relocating from Mexico City to Zurich in 2001, Rosa continued her career in the fields of Trust, Art and Finance. Prior to joining Generation Three, Rosa was responsible for the administration of large complex legal structures in Private Banking Institutions and Family Offices in Zurich.
At Generation Three Rosa is the Head of Trust Administration and responsible for the day-to-day administration of trusts, foundations and companies.
Rosa is a qualified Trust and Estate Practitioner (TEP) and holds a degree in Architecture from the Anahuac University, Mexico.
Rosa speaks fluent Spanish, English and German as well as French at a conversational level.
Philip has more than 27 years’ experience in trading in derivatives, foreign exchange, and bond markets. Upon graduating from Tufts University with a B.A./M.A. in Economics and an MBA from M.I.T. in 1984, Philip joined Bankers Trust in New York and was later transferred to Tokyo to trade Japanese government bonds. In 1988, he joined AIG, where he was a swaps trader managing the yen, Australian, Canadian, U.S. dollar and European interest rate swap books in Tokyo, New York and Paris.
Moving to London in 1994, Philip traded cash-bond credit portfolios and was involved in tax-efficient hedging strategies for high-net-worth individuals with concentrated equity positions.
Since 2011, Philip provides consulting and capital raising services for real estate developers, start-up companies, diverse hedge funds, and private equity sponsors.
Meghan studied at the American University of Paris in 2015 towards her BSc before moving to Copenhagen, Denmark to continue her studies in Business & Marketing.
Prior to moving to London and joining the Generation Three team, Meghan lived in six countries and speaks English, French, Portuguese, and Spanish fluently.
At Generation Three, Meghan works as an Administrative Associate assisting the business advisory, philanthropy, and financial teams.
Finance and Administration
Gabriela graduated with a First in Sociology from the University of Cluj-Napoca, in Romania. Following her graduation, she established her own business showcasing young emerging artists.
She subsequently moved to London in 2010 where she worked as a volunteer events organiser for the Committee of 100 Women in Finance. She was responsible for the Senior Practitioners peer advisory and philanthropy events.
For the past seven years, Gabriela has been working in accounting and finance specialising in asset management. At Generation Three London, Gabriela is responsible for internal and client finance and bookkeeping.
Senior Trust Manager
John is a Senior Trust Manager advising Generation Three clients on international estate planning and structuring. He is a legally-qualified (LLB and CILEX) Registered Trusts and Estates Practitioner (STEP). He is also a member of the International Tax Panning Association. John has a broad technical, administrative and management expertise, covering multiple jurisdictions and client profiles.
John started his career in legal practice in the UK at Withers and DLA Piper, among others. He subsequently worked for a number of trust and fiduciary companies, including Trident Trust and Swiss Independent Trustees. He later managed trust and estate planning services for private clients at Duncan Lawrie Private Bank.
Before joining Generation Three, John was responsible for developing and maintaining legal and investment structures, as well as providing planning and succession strategies for a high profile Indian industrial family.
Head of Business Development
Daniel has a background in wealth management, advanced planning, capital markets and corporate development. Upon graduating from Pepperdine University with a BA in business and finance in 2007, Daniel moved to London where he joined a private trading company, Omega Capital, assisting in corporate strategy development. Moving to Zurich in 2013, Daniel co-founded Forum Capital AG, a financial management firm working with private and institutional clients specializing in equity and debt issuance strategies. Daniel joined One Capital Management in 2016 at their Los Angeles offices where his focus was advanced planning, supporting families in achieving their financial and lifestyle objectives, securing the well-being of the next generation.
At Generation Three Daniel heads the business development team, liaising with clients, strategic partners and service providers, as well as supporting the Managing Principal with corporate development.
Caroline qualified as a solicitor with Mayer Brown in London in 2002. From 2003-2008 she practised at Sacker & Partners, a boutique firm in the City of London, where she specialised in professional negligence litigation and regulatory proceedings.
Since moving to Switzerland, Caroline has gained experience in the trust industry. She has worked as a paralegal for Charles Russell Speechlys in Zurich, and as a Trust Officer at a Swiss trust company. She joins Generation Three as a Trust Officer, responsible for trust management and corporate administration.
Caroline holds a degree in Jurisprudence from the University of Oxford, she is an affiliate member of STEP, and is in the process of completing her TEP qualification.
Whilst her mother tongue is English, she also has working German and basic French.
Raphael is the Manager of Fiduciary Services and Finance for clients, private companies and institutions of Generation Three. Raphael is a Swiss Certified Accountant and specialises in international business consultancy, with an extensive experience in the financial and commodity industries. He began his career at the European head office of the largest Japanese producer of consumer goods and subsequently joined an international fiduciary company in Switzerland as an account manager.
Raphael later joined one of the world’s leading commodity trading companies, based in Zug, and managed administration for the family office of one of the Principals. He played an important role in the re-establishment of a global commodity trading group and was involved in the restructuring and re-organisation of numerous businesses.
In 2009, together with Tino Parente, Raphael set up a company to provide fiduciary and accounting services to companies, family offices and private individuals.
Chief Executive Officer, New Legacy Generation
Joseph Weilgus, CPA is Chief Executive Officer of the New Legacy Group of Companies. He advises and collaborates on various initiatives with key global industry leaders, entrepreneurs and innovators, and other wonderful people.
Prior to co-founding New Legacy in 2007, Joe was President of Geller Holdings, LLC and Managing Director of Client Relations at Geller & Co. In this role, he advised clients and firm principals on numerous investments and structured financial transactions, as well as the growth of the company's business.
New Legacy’s subsidiary, Syno Capital, which he co-founded with Dr. Justin Xiang, established a strong health care and bio-tech investment program.
Prior to joining Geller, Joe was Director of Client Relations at American Express Tax and Business Services Inc. ("TBS"), and was responsible for business development of the Venture Services Group and the Government Services Group. He has helped companies improve their businesses and operations, by working with senior management and advising on financing and funding sources, business strategy, mergers and acquisitions and debt-offerings. Joe was the driving force behind financing transactions in excess of $500 million in 2004 and 2005 and launched numerous initiatives within TBS. Before joining American Express, he was a Senior Associate with PricewaterhouseCoopers in the audit practice, where he earned his CPA.
Joe was selected by the Harvard Business School Club of New York as the Not-for-Profit Entrepreneur of the Year in 2002 for his outstanding work as Founder and Chairman of Project Sunshine, a multi-national children's non-profit organization. He founded Project Sunshine in his college dorm room in 1998. Its 15,000 volunteers now serve over 100,000 children each year in 175 cities across the U.S., Canada, Africa, China and the Middle East. In 2004, Joe was awarded the 8th Annual Business Leadership Award from Yeshiva University. Both he and Project Sunshine, received numerous honorariums, including ringing the opening and closing bells at the NYSE and NASDAQ exchanges, in honor of Mayor Bloomberg's declaration of Project Sunshine Week in New York City.
Joe earned a B.S. in Accounting from Yeshiva University in 1999 and has participated in executive education programs at Harvard Business School. He was an undefeated NCAA tennis player and Editor-in-Chief of the business newspaper at Yeshiva. He is the Founder and Chairman of the Board of Project Sunshine, an active member of the Young Presidents Organization and a board member of the American Hebrew Academy in Greensboro, North Carolina.
Chief Investment Officer, New Legacy Generation
Adam Geiger is President and Chief Investment Officer of the New Legacy Group. He manages client investment portfolios, including asset and fund allocation, as well as direct investments in technology, real estate and finance. Prior to co-founding New Legacy, Adam was Chief Investment Officer of Ivy Asset Management, a leading provider of hedge fund allocation and advisory products and services. During his nine years at the firm, Ivy's assets under management grew from less than $1 billion to more than $16 billion, and the investments staff grew from 12 to 45 people, in five offices around the world.
Prior to Ivy, Adam spent seven years in a senior position on the trading desk at Twenty-First Securities Corp. in New York. As Co-head of Trading, he was responsible for managing several sophisticated investment programs, including a dividend capture strategy, an early form of capital structure arbitrage, two convertible arbitrage strategies and a number of other tax-advantaged trading strategies.
Adam began his career in 1982 at Merrill Lynch in New York City. During the course of his seven years at Merrill, he developed and executed several sophisticated market-neutral investment strategies for institutional clients; included among these were dividend capture strategies, index arbitrage and equity options arbitrage.
Adam holds a Bachelor of Science in Economics, cum laude, from the State University of New York at Albany and has been a Chartered Financial Analyst and member of the CFA Institute and New York Society of Securities Analysts since 1994. He also serves on the Board of Trustees of the Middlebridge School of Narragansett, RI.
Senior Advisor, New Legacy Generation
David Golush, CPA, joined the New Legacy Group in March 2010. Previously, he was with Geller & Co. as a senior advisor. At Geller, he initially ran the Investment Partnership Services Group then he became advisor to the Geller Family Office Services Group in wealth management.
Prior to his position at Geller, Mr. Golush was a private investor. After September 11th, he became a fulltime volunteer while serving as Treasurer for the New York Police and Fire Widows' and Children's Benefit Fund. During that period, the Fund raised over $112 million from over 90,000 donors.
From 1988-2000, Mr. Golush was a founding partner at the private equity firm, Hyperion Partners, and its broker-dealer, Ranieri & Co. During that 12-year period, the firm invested over $1 billion in banking, real estate, credit cards, and money management businesses. The combined IRR was in the high teens.
From 1972-1988, Mr. Golush served as a Vice President at Salomon Brothers. He was head of internal audit and helped to establish the Client Wealth Management Business. He was also Administrative Manager of the Mortgage and Real Estate Department. Before Salomon Brothers, Mr. Golush worked in both public and private accounting.
Mr. Golush earned his BBA in Accounting from the University of Cincinnati. He has served on the boards of many public and private companies and charities and has been the Treasurer of the Center for Civic Responsibility since 2000.
Assistant Controller, New Legacy Generation
Tianxing Hu, CPA joined the New Legacy Group of Companies as the Assistant Controller in 2017. Prior to joining, he worked for three years in the fund administration and operations team of Shelton Capital Management, a registered investment advisor for a family of twelve mutual funds. At Shelton, he was responsible for daily operations, fund accounting, financial reporting, and compliance. Tianxing began his career in the accounting department of Anatomage, a leading medical device company.
Tianxing graduated with high honors from the University of California, Berkeley in 2012 with a Bachelor of Science in Business Administration and a Bachelor of Arts in Chinese Language. He earned his CPA in 2016 and is currently a Level III Candidate in the CFA Program. In his free time, he volunteers regularly as a tutor to US military personnel and veterans.
Tianxing works out of the San Francisco office.
Client communications and operations, New Legacy Generation
Alexandra joined the New Legacy Group of Companies in 2017 and is responsible for client communications and operations.
Previously, Alexandra has worked with the finance and operations for a startup company where she handled the monthly close, billing, collections, FP&A, and client management. Alexandra has also been part of the sale of a company where she handled the due diligence process.
Alexandra graduated from the University of Miami in 2013 with a Bachelor in Business Administration, majoring in Entrepreneurship.
Chief Science Officer, New Legacy Generation
Dr. Xiang is the Chief Scientific Officer of New Legacy Group, as well as the Chief Investment Officer and Co-Founder of Syno Capital, an affiliated global healthcare and biotech investment firm that emphasizes on cross-border collaborations between United States and China. In addition, Dr. Xiang is a senior advisor to Zhong An Insurance, a pioneer online insurance platform in China, jointly led by Alibaba, Tencent and Ping An Insurance. He advises the firm on healthcare-related products and manages executive-level investor relations. Dr. Xiang also serves as Board Director with Cynvenio Biosystems, a liquid biopsy diagnostics firm in Los Angeles, CA and Orig3n, a stem cell (iPSC) technology company in Boston, MA.
Prior to his current roles, Dr. Xiang served as a Senior Scientist at Schrodinger Inc., a software and consulting firm backed by industry leaders including David E. Shaw and Bill Gates that specializes in computer-aided drug design for biopharma companies. He was responsible for developing next-generation computational tools for rational drug design and various other client drug development programs. Previously, Dr. Xiang was part of Genentech’s Medicinal Chemistry team, where he participated in numerous lead drug candidate optimization projects.
Dr. Xiang holds a doctoral degree in Molecular Biophysics from Washington University Medical School. His research focus was the development of cutting-edge computational models to optimize the drug design process. Dr. Xiang authored several publications on this topic in internationally recognized peer-reviewed journals, including Journal of Computational Chemistry and Journal of Chemical Theory and Computation. He graduated Magna Cum Laude from Washington University in St. Louis, with bachelor’s degrees in Biomedical Engineering, Economics, Mathematics and Computer Science.
Chair of the Advisory Board
Barry Munitz is Chancellor Emeritus of the California State University System, Vice Chair of the Broad Family Education Foundation (TBC), Senior Advisor to the Milken Institute, and President of the Cotsen Foundations for the Art of Teaching and for Academic Research. The late Lloyd Cotsen built and sold Neutrogena – he was also a major arts collector, and Munitz supervised the gift of his ancient Chinese bronze mirrors to the museum in Shanghai. Munitz served as President and CEO of the J. Paul Getty Trust, overseeing the two museums, the Foundation, the Research and the Conservation Institutes, and managing the multi-billion dollar endowment portfolio.
At California State University he led the expansion from 18 to 23 campuses, with student enrolment now reaching over one and a half million, with more than 50,000 employees. As a corporate executive for a decade, he was President of Federated Development, and vice chairman of the publicly held Maxxam Corporation, a natural resources, finance, and real estate holding organisation; currently a co-founder and vice chairman of Rocky Mountain Resources, a materials infrastructure and transportation company.
He was the original (and the only) chair of California’s P-16 Council, a group of education, business, and community leaders charged with developing strategies to improve education from preschool through post-graduate, while also chairing the California Education Round-table. He was a Trustee of the Courtauld Institute in London, a founding board member of Sherry Lansing’s EnCorps board, was a 20 year director at Navient (formerly Sallie Mae), and is newly elected to the Foundation Board of the San Diego Zoo Global. He serves on the Advisory Council for Leeds Equity, on the executive committee of WorkingNation, was a public director of the Sun America Corporation, Kaufman & Broad, and LeapFrog Incorporated, and chaired the board of trustees at Sierra Nevada College and the American Council of Education.
Munitz is a member of the American Academy of Arts and Sciences, and held the White House seat on the Congressional Higher Education Cost Commission. He was Chancellor of the University of Houston and academic vice president of the University of Illinois system. He was chairman of the Woodrow Wilson Presidents Advisory Council, and he received a Ph.D. in comparative literature from Princeton University, after a Baccalaureate degree at Brooklyn College, and holds honorary degrees from Whittier College, Claremont Graduate University, the California State University, the University of Southern California, Notre Dame, Pepperdine, and the University of Edinburgh.
Advisory Board Member
James Penturn has over 35 years’ experience in merchant banking, real property and strategic advisory services as both a principal and agent. Upon graduation from University of Toronto, Mr Penturn joined a third generation family business in Canada, later becoming its managing partner. In 2009 he emigrated to London and founded a UK-based strategic advisory firm. Mr Penturn joined Mike Betesh in 2010 to help establish Generation Three Family Partners.
In 2014 Mr Penturn helped launch SpectraLegal Finance Limited a leading specialty lender to the UK legal community. Mr Penturn has extensive experience in management, structuring, marketing, sales, syndication of investments, debt instruments and financial structures. Other areas of expertise include real estate, information technology, natural resources and alternative investments. Mr Penturn has advised on the raising of over USD 1B for clients. He has extensive public and private board of directors and advisory committee experience, including active roles in strategy, corporate governance, compensation and audit committees.
Kenny Schachter has curated contemporary art exhibitions for over 20 years and taught graduate-level art history at NYU's New School for Social Research. He has lectured internationally, been the recipient of a Rockefeller grant, contributed to art books published by Springer and MIT Press, and secured permission to erect Zaha Hadid's first building in the UK on London's Hoxton Square. He deals in impressionist, modern and contemporary art and design, and has exhibited his own artworks internationally, including one-person shows at Sandra Gering Gallery in NY and International 3 in Manchester.
Family Coach Governance
Zoë Windsor has an extensive history working in the field of coaching, partnering with entrepreneurs, senior leaders and teams operating in high-pressure environments. As an executive coach she has worked globally across a variety of industries at organizations such as Barclays Capital, Cantor Fitzgerald, Carphone Warehouse, Centrica, Diageo, FremantleMedia, Freshfields, Gazprom M&T, IBM, ITV PLC, Jimmy Choo, Microsoft, Novartis, Prudential, Ramboll, Sony, Sky and UBS.
With Generation Three, Zoe assists individuals and families in realizing their potential and being the best versions of themselves. She creates an environment where they can have challenging conversations and open communications, to establish strong governance across their personal and business lives. Zoë holds a BA in Modern Languages from the University of Westminster, London.