About Us | Generational - Multi Family Office

About Us

The story of Generational is about a passion to implement and facilitate a legacy and to empower people to live their lives. Generational has a reputation for bringing a network of professionals to the table who provide collaboration, synergy and most importantly, pro-active, inter-generational solutions.

Generational is a market leading multi family office, guiding and recognising family offices, we understand the unique challenges they face — and how to address them.

Our major investment is in relationships.

Having founded Generational in 2016, Lance Meikle’s experience, qualification and enthusiasm enabled both him and Generational to become a powerful resource that provides access to our knowledge, insights and experience through an unparalleled global network of partners dedicated to help family offices succeed wherever they are.

This all-encompassing role was integral to the establishment of Generational.

  • We are Omnipresent.
  • We offer a personalised range of services aimed at the specific needs of each individual family — helping them to grow and succeed for generations.
  • We understand and respect the issues facing Patriarchs &/or Matriarchs.

Generational is also a powerful resource that provides access to our knowledge, insights and experience through an unparalleled global network of partners dedicated to help family offices succeed wherever they are.

Our comprehensive and integrated omnipresent approach helps families to structure their wealth and preserve it for future generations. Our goal is to unlock the development potential of the family through a multidisciplinary approach that scrutinises operational, regulatory, tax, legal, strategic and family-related aspects.

The common triggers for establishing a family office include: ensuring that wealth is transferred to future generations; preserving family wealth; consolidating assets; dealing with a sudden influx of liquidity; solving family conflicts; and increasing wealth management efficiency. Family offices have also gained prominence because of wealth-holding families’ desire for greater control over their investments and fiduciary affairs, as well as lifestyle management.

Indeed, this desire for control has gained even more resonance since the 2008–09 Global Financial Crisis (GFC), as more families have taken control of their financial affairs. As wealth grows, particularly in the emerging markets, there is little doubt that family offices will play an even bigger role in the management of substantial wealth in the years ahead. Family Offices includes families who wish to separate their family wealth and assets from their operating business, and successful entrepreneurs looking at structuring liquidity gained from a highly profitable sale in order to further grow and preserve their wealth. We hope that you will make a decision to a pathway to a successful family legacy and wealth with the assistance of Generational.

Attributes of a GENERATIONAL Family Office client?

  • Pride in establishing a legacy | purpose
  • A desire to make a difference to the betterment of others
  • Time poor
  • Seeking security for what and who is important to them
  • Are interesting people – living and people are more important than money
  • Delegators
  • Value integrity
  • Social inclusion – committed to playing a role in empowering individuals to participate as fully as possible in society
  • Enjoy simplicity and freedom that comes from having all their financial issues under the watchful eye of a corporate trusted advisor
  • A necessity to hear the truth
  • Value the collaboration of professionals working together for their purpose
  • Appreciation of time saving and reduction of grief that Management Team meetings provide

Our Advisers

Lance Meikle MBA | GAICD | F Fin | CFP® | SSA™ | CFS

Get in touch today