Revolutionize your Family Office Legacy
With the first AI-impact legacy platform for Family Offices that accelerated returns, increases global impact, and sustains wealth across generations.
Preserve Your Legacy, Transform Your Wealth with Impact Investing
Family offices often struggle with balancing effective investment governance with the need to uphold their legacy. Historical data shows 90% of family offices face wealth erosion by the third generation. Equati preserves and grows wealth through strategic, insight-driven investment governance by
Shape Your Legacy with Data and Impact
Equati’s AI technology identifies portfolio gaps, uncovers and tackles tackles bias and governance gaps through advanced analytics to reduce emotional investment decisions so that family offices can consciously plan the legacy they desire
Unlock Exceptional Returns through Impact Investing
Maximise returns with impact-driven investments: Get access to the opportunities with female and diverse tech founders who, on average, yield a remarkable higher internal rate of return (IRR) — 112% versus 48%.
Bridging Generations: Articulate Your Family Values Through Alternative Investments
A clear, simple way to effectively articulate family values through alternative investments, engage and communicate across generations
How do you do it?
Harnessing AI for efficient, value-aligned, and transparent alternative investment strategies with a global reach.
STEP 1: Enroll your Family Office on Equati.
​​Start by using our straightforward AI wizard designed to simplify your onboarding process. This tool guides you through each step, ensuring a seamless setup.
STEP 2: Choose your core values and investment thesis.
​​Define what matters most to your family office. Our platform helps you select core values and articulate your investment thesis, aligning your portfolio with your ethical and financial goals.
STEP 3: Assign family members and advisors.
​Involve your key stakeholders by assigning roles to family members and advisors. This feature allows for collaborative decision-making and ensures everyone's voice is heard in the decision process.
STEP 4: Centralise new investment opportunities for enhanced due diligence.
​Streamline the way your Family Office gathers and reviews alternative investment details. The business uploads information directly with you, replacing multiple systems, people and channels for consistent and cohesive data collection.
STEP 5: Track and maintain your portfolio on Equati dashboard
Optimise your time, energy and provides families and their advisors with a transparent and intuitive and customer centric experience with where each opportunity is in the journey.
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.”
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Danielle Patterson, CEO Family Office List