Rewriting Your Wealth Story

Our Founder, Stacy Kehren Idema, PMP® 👑  was a guest on the The Big Talk Podcast

Stacy reveals the deeper parallels of human behavior and family business as the root of the work she does today. Drawing from her lived experience in both family business and corporate leadership, she created Equati, a platform that helps family offices and multi-generational families align values with investments, integrate emotional readiness into decision-making, and design a future legacy that lasts.

This conversation dives into:

• Women and wealth behavior and how it shapes generational dynamics

• Legacy leadership and the hidden impact on children and heirs

• Why emotional congruence is as critical as financial strategy in the Great Wealth Transfer

  
  

If you’re craving a more values-aligned way to lead, grow, and relate to wealth, this episode is for you.