Generation Three Family Partners AG

Overview

Generation Three works with wealthy individuals and families managing complex international and multigenerational personal, business and ownership matters. Its support spans cross-border structures, governance frameworks, financial controls, estate planning, transactions, philanthropy and family-office operations.²

History

The firm was created in response to families reporting a need for greater cohesion, follow-through and coordination across their advisers and affairs.³

Leadership

Mike Betesh is founder and managing partner. He advises global multigenerational families and brings experience in family offices, governance, financial controls, transaction support and philanthropy.⁴

Benoit Belhomme is group general counsel and a senior executive on the management committee. He oversees governance, compliance, and cross-jurisdictional corporate, tax and commercial matters.⁵

David Howe is a partner and management committee member who advises on infrastructure, governance, financial controls and estate planning for sophisticated cross-border family arrangements.⁶

Piotr Elszkowski leads accounting operations, financial controls and reporting for Generation Three and its clients.⁷

Specialist advisers include Lisa Balcombe, who works on cross-border tax coordination, global residential real estate transactions and redomiciliation projects, and Jonathan Reich, who advises on investment structures, family foundations and regulatory strategy.⁸

Services

Generation Three helps families build infrastructure for ownership and estate planning, family systems, governance and financial controls. Its services also include adviser coordination, family-office extension, art and collectibles, philanthropy, business advisory and transaction support, personal “Life” services, and related support for cross-border structures and family-office operations.⁹

What the firm offers

• Estate planning
• Philanthropy
• Family governance and education
• Cross-border planning

Client Focus

Generation Three serves wealthy individuals and families dealing with complex, international and multigenerational personal, business and ownership matters.¹⁰

Approach

The firm says its work is individually tailored, combining internal senior staff with specialist advisers and coordinated professional expertise. Its approach begins by identifying the underlying source of a complex problem, bringing together the missing expertise and developing practical action plans that help families move forward.¹¹

FAQs

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Sources

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.