Be a legacy that thrives, not just survives.
Preserve Your Legacy.
Bridge Generations.
Align and preserve wealth across generations, while building relationships, fostering trust, transparency, and collaboration.*
Address fears of exclusion, irrelevance, and mismanagement in real-time, building a strong foundation for intergenerational and legacy success.
*Historical data shows 90% of Family Offices face wealth erosion by the third generation.
Shape Your Legacy with
Data and Insights.
Equati leverages proprietary algorithms to provide a centralized source of truth for deal intelligence; identifying portfolio gaps, uncovers bias and governance issues, and delivers actionable insights to ensure transparency.
Our advanced analytics help Family Offices reduce emotional decision-making and consciously plan the legacy they envision.
Unlock Impact & Return Through Opportunities Aligned with Purpose.
Access pre-IPO equity opportunities that drive both impact and return.
With Equati, you discover and evaluate these opportunities to align with your family values and purpose, ensuring your wealth fuels meaningful change across generations.
Validation
Equati is revolutionizing the way Family Offices approach impact investing and legacy planning for future generations.
“Equati offers invaluable solutions that seamlessly blends advisory expertise with cutting-edge AI technology, empowering family offices to foster continuity, align shared values, and forge impactful legacies through strategic impact investing.”
Danielle Patterson, CEO Family Office List