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Revolutionize your
Family Office Legacy

The first legacy technology for Family Offices that bridges generational wealth and values for a continued legacy.

Be a legacy that thrives, not just survives.

Preserve Your Legacy.
Bridge Generations.

Align and preserve wealth across generations, while building relationships, fostering trust, transparency, and collaboration.*

 

Address fears of exclusion, irrelevance, and mismanagement in real-time, building a strong foundation for intergenerational and legacy success.

*Historical data shows 90% of Family Offices face wealth erosion by the third generation.

Shape Your Legacy with Data and Insights

Equati leverages proprietary algorithms to provide a centralized source of truth for deal intelligence; identifying portfolio gaps, uncovers bias and governance issues, and delivers actionable insights to ensure transparency.

 

Our advanced analytics help Family Offices reduce emotional decision-making and consciously plan the legacy they envision.

Unlock Impact & Return Through Opportunities Aligned with Purpose

Access pre-IPO equity opportunities that drive both impact and return. 

With Equati, you discover and evaluate these opportunities to align with your family values and purpose, ensuring your wealth fuels meaningful change across generations.

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A simple and effective way to communicate family values through pre-IPO equity opportunities, engage and make decisions across generations.

How It's Done.

WITH A HUMAN CENTRIC APPROACH & TECHNOLOGY

​​We use a 10-point proprietary algorithm to integrate your alternative investment objectives and core family values for each opportunity.

This ensures a unique experience, aligning your Family Office values and the legacy impact of the equity investment; helping you bridge generational gaps so that you focus on growing and extending your legacy.

When your Family Office is at odds, pulling in different directions, it weakens trust, increases time to decisions, and ultimately you miss opportunities.

Our approach ensures transparency and unified information across the board so everyone can work together more efficiently.

Validation

Equati is revolutionizing the way Family Offices approach to impact investing and legacy planning for future generations.

“Equati offers invaluable solutions that seamlessly blends advisory expertise with cutting-edge AI technology, empowering family offices to foster continuity, align shared values, and forge impactful legacies through strategic impact investing.”

Danielle Patterson, CEO Family Office List

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