Equati Helps
Family Offices
Shape Your Legacy with Data and Impact
Reduce emotional investment decisions
Extend your Family Office legacy for more than 3 generations*
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Equati’s AI technology identifies alternative investment portfolio gaps, uncovers and tackles bias and governance gaps through advanced analytics to reduce emotional investment decisions so that family offices can consciously plan the legacy they desire.
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*Less than 10% of Family Offices make it to the 3rd generation.
Unlock Exceptional Returns through Impact Investing
Maximise returns with impact-driven investments.
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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.
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
Unlock a world where investment meets innovation, legacy, and communication within the family office ecosystem.
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.
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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.
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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.
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This rich ecosystem is designed to broaden your global reach, offer a diverse range of options that align with your legacy.