Your People

The wide range of skills and experience, combined with access to a global network of resources enables our team to support clients in all aspects of their lives.

Alia Al-Senussi

Art Advisory

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.

Asaf Almagor

Senior Associate

Asaf trained as a commercial lawyer and holds an MBA in international taxation and finance. He gained further post graduate professional accreditation from the College of Management Academic Studies, Rishon LeZion.

In recent years Asaf’s main focus has been in wealth preservation for UHNWIs.

Asaf brings his 17 years of knowledge and expertise in Business and Finance to Generation Three where he provides legal and corporate support to the Managing Principal and Client Relationship Managers.

Benoît Belhomme

General Counsel

Benoît Belhomme is General Counsel 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.

David Howe

Senior Associate

David graduated from the University of Exeter in 2017 achieving a BSc in Mathematics with Economics.

David previously worked as the Financial Administrator at Epi-Cure Consulting, a specialist drug development and regulatory organization where he provided administrative support to the CEO. David has experience of underwriting having worked at one of the leading insurers for super yachts. More recently, he was an intern at Polar Capital where he provided analysis of potential stock portfolios to the senior management team.

At Generation Three London, David is a Senior Associate providing support to the Managing Principal & Client Relationship Managers, and assisting the philanthropy and financial teams.

Lisa Balcombe

Client Services

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.

Mike Betesh

Managing Principal

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.

Robert P. Bucher

Senior Manager

Robert P. Bucher has more than 25 years of experience building up and managing financial institutions and advising clients. He graduated with a Master Degree (“magna cum laude”) in Law from the University of Zurich and is a qualified Swiss Attorney. He is also a graduate of the University of Pennsylvania Law School (LL.M.) and studied international banking and risk management at the Wharton Business School in Philadelphia.

He has worked at a number of Tier 1 banks, building a corporate risk policy framework for one bank and holding the role of General Counsel (Head Legal & Compliance), Branch Manager and member of the Executive Committee for another. He also held Board and Senior Management positions at one of the largest regulated Multi-Family Offices and a Single-Family Office of a large multinational industrial family.

Robert has extensive experience in advising private clients, acting as director, managing and governing legal entities and planning and establishing Single Family Offices. He currently also acts as Chairman of a Family Office in Zug and is the President of the Board of a Charitable Foundation. In addition, Robert is a founding member of the Swiss Association of Compliance Officers and a board member of a FINMA regulated asset manager of collective investments with a presence in Zurich and Luxembourg.

At Generation Three, Robert is a Senior Manager and responsible for Trust and Company Administration.

Simon Roots

Financial Controller

Simon studied Chemistry at Exeter University before embarking on a career in chartered accountancy. Subsequent studies have been undertaken in the fields of tax, financial planning & life insurance.

Simon broke away and started up a small firm of chartered accountants with a previous colleague. Subsequently, he became the group financial controller and ultimately group finance director with a group of companies in the property investment financial services and printing industries. A period of self-employment as a financial controller followed in the Manufacturing, Financial Services, IT and Hotel industries.

Simon has travelled extensively and has a particular attachment to South East Asia. Outside of working hours, he has a passionate interest in most sports, especially cricket and hockey, but also football and tennis.

At Generation Three, Simon is a Financial Controller, managing both internal finances of the Group, as well as client’s bookkeeping and accounting.

Valentine Snell

Executive Assistant to the Managing Principal

Valentine has a wealth of experience in providing high-level administrative support to CEO's and industry leaders in the fields of financial services, private equity, PR and advertising. Valentine has held Senior Executive Assistant roles at Lehman Brothers, GLG, UBS and more recently at Brunswick Group.

Valentine has a BA in English and Art History from Macalester College, Minnesota, USA. She also has a full Diploma and an Advance Certificate in Wine from the world-renowned Leith's School of Food and Wine and has benefited from an international background having lived in the US, France and the UK. Valentine enjoys theatre, art and travel and is a keen golfer.

At Generation Three, Valentine's primary role is Executive Assistant to the CEO. She has additional responsibility for managing logistical and organisational projects and is also supporting the Executive Committee and Board.

Zoe Windsor

Executive & Family Coach

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.

Barry Munitz

Chair of the Advisory Board

Barry Munitz is Chancellor Emeritus of the California State University System, Vice Chair of the Broad Family Education Foundation, 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.

James Penturn

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

Art Advisory

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.