Equati Helps
Family Offices
Intelligent Deal Decision-Making with Data-Driven Insights
Using proprietary algorithms, Equati becomes your centralized source of truth for deal intelligence that reveals actionable trends and insights that ensure transparency, and reduces emotional decision-making.
*Less than 10% of Family Offices make it to the 3rd generation.
Unlock Impact and Return through Opportunities Aligned with Purpose.
Access alternative investments that drive both impact and returns.
With Equati, Family Offices discover and evaluate opportunities aligned with purpose sustainability, diversity, and innovation—ensuring your wealth fuels meaningful change.
Preserve Legacy, Bridge Generations
Equati enables Family Offices to align across generations, preserving wealth and relationships while fostering trust, transparency, and collaboration.
Only our platform gets you access to insights that empowers your Family Office to understand your alternative investment data in a way that guides you to legacy changing decisions.
HOW IT WORKS
A Unified Solution for Family Offices
Equati offers a fresh approach to Family Office operations, deal intelligence, and decision-making.
for Family Offices for alternative investments, aligning investment values with strategic priorities.
Taking a shared, holistic view, we unearth the right business opportunities that are aligned with your Family Office vision, values and goals
Equati introduces a seamless interface that revolutionizes how family offices navigate the marketplace of alternative investment opportunities, fortified by the principles of multi-attribute decision-making and enhanced multi-family communication.
Create a structured environment for all family members and Family Office advisors to communicate about your alternative investments with ease
During the onboarding process we assess family vision, legacy, values and alternative investment priorities. This central communication hub allows families a single source of truth.
Access the opportunities in real time, no more endless emails streams, chat channels or waiting for someone else to provide the information.
Bottom line: Optimize your time.
Extend your legacy further
By creating a robust communication structure, you ensure all stakeholders are on the same page, facilitating buy-in and prioritising alternative investment strategies that resonate with the legacy you aim to build.
You’re transforming the investment process into a dynamic conversation that bridges your familial generations and aligns with your vision for the future.
Bottom Line:
Make it a conversation that bridges the generations and enrich your family’s legacy with purposeful investments.
Marketplace of Alternative Investment Opportunities
Beyond self-sourced alternative investment opportunities, you will have access to our marketplace.
Here you will discover untapped markets, family office peers and opportunities to explore co-investment possibilities.
This rich ecosystem is designed to broaden your global reach, offer a diverse range of options that align with your legacy.