New technology is necessary for Family Offices to help them navigate the great wealth transfer and beyond. Equati is that.

Transformation is inevitable; the choice is yours. Will you lead your legacy into the future, or will you let it fade into irrelevance?

Time poverty isn’t just an inconvenience—it’s a direct threat to the values they believe safeguard the family’s wealth.

Deal flow and deal quality are like two peas in a pod, not the same sour lemon. They work together but are not interchangeable.

Miscommunication between generations can negatively influence your Family Office.

Honest and courageous account of a true struggle is a testament to the inspirational and confident spirit of entrepreneurship.

In this episode, Stacy Kehren Idema introduces Equati, an intelligent legacy technology that bridges generations in Family Offices.

With fewer than 10% of Family Offices not making it beyond the third generation, we are at a crossroads. The good news is, you have a choice

Equati emerged as an AI-powered platform aiming to transform the challenging landscape of wealth transfer across generations.

Alternative investment portfolios are no longer financial receipts and growth. They are rather a reflection of a family business’s values...

Equati creates a "single source of truth" by organizing alternative investment data in a central hub, turning them into impactful insights.

The current family office framework is being challenged due to tradition and lapses in intergenerational communication.

Over 60% of wealth is moving to women. Yet women's representation in leadership roles within these offices remains a meagre 15-25%.

Imagine a world where alternative investment decisions were made without the emotional complexity that often comes with them.

‘Flipping the coin’ on communication invites you to explore alternative ways to embrace a new perspective.

Values-aligned investment signifies a profound change within Family Offices, reshaping their approach to legacy planning.

Equati is the fusion of 3 key principles: legacy, stewardship of opportunities, and innovation.

While women are poised to inherit more than 60% of this $84 Trillion, the implications extend far beyond the mere accumulation of wealth.

Stacy Kehren Idema shared her journey of breaking free from the corporate world to embrace the flame of entrepreneurship.

In this episode, Stacy Kehren Idema shared her journey full of self-discovery and empowerment.