How do Family Offices often struggle with balancing their alternative investment thesis with effective investment governance while aspiring to uphold their legacy - particularly when historical data shows 90% of Family Offices face wealth erosion by the third generation?
In this episode, Stacy Kehren Idema introduces Equati, an intelligent legacy technology for Family Offices that bridges generations through data and technology.
Equati creates a single source of truth ensuring the alignment of direct, impact, and alternative investment opportunities with the values of Family Office investors. Such a process reduces emotional bias while enhancing family communication and fostering co-investment opportunities.
Stacy discusses how her Deal Diligence™ journey is interwoven with emerging technologies and an increasing appetite for data in the venture. Stacy shares the collision with the behavioural shifts amongst forward-thinking investors towards leveraging the competitive advantages offered by these shifts first and early.
*Featured image: www.freepik.com
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