Stacy Kehren Idema, PMP

Hi, I’m Stacy, 
a small-town lake country girl turned modern traditionalist, building emotionally intelligent technology and presence-based leadership systems for the future of legacy.

Since I was ten, I’ve believed business could be done differently — not just more efficiently, but more humanly.

For 27+ years, I led innovation across startups and Fortune 5 companies. I learned how systems scale and how trust breaks, whether because emotion gets edited out or because unchecked emotion runs the show.

When it was time to choose what came next, I couldn’t return to the system I once believed would take me to the top.

That decision sparked my current path, one that bridges emotional intelligence, technology, and generational wealth.

I founded Equati to help family offices, investors, and founders align values, vision, and legacy within their direct investing. Because legacy isn’t numbers on a page; it's a living system shaped by presence, trust, and the way we communicate across generations.

Alongside Equati, I serve as a Presence-Based Chief of Staff & Leadership Consigliere --- a strategic partner to founders, principals, and family enterprises navigating growth, succession, or strategic inflection points.

My work blends strategic clarity with emotional intelligence, helping leaders create coherence across their people, priorities, and processes.

Today, I work with:
→ Family Offices & Investors designing continuity and trust across generations
→ Principals and founders needing strategic partnership and grounded decision support
→ UHNW families preparing for legacy transitions and the Great Wealth Transfer
→ Companies built for patient, purpose-driven capital

Because how we invest, lead, and live isn’t separate from who we are.
It's the story of legacy in motion.

When I’m not building or serving leaders, you’ll find me between Austin, TX and Minneapolis, MN driving my Jeep with the top off, baking (my signature is banana bread with a salty crust), or on a flight across an ocean with camera in hand, writing about the messy, human side of legacy, leadership, and love.

Because the way we invest, lead, and live is the story we leave behind.

✳️ stacy@equati.ai
 | www.equati.ai

Founder & Managing Director

The Global Collective is the gateway to a new business ecosystem that empowers and harmonizes gender strengths and diversity in business around the globe.
 
We partner with investment companies that are ready to invest in female-founded/led businesses, help the businesses with which they've already invested be better winners and create a culture of performance and flow with less burnout.
​
Our vision is to eliminate the diversity gap, whilst changing gender perceptions by connecting the unique strengths of each gender, which will also increase the financial benefit and mental well-being in business.

Pall Mall Investments International

We have a proven track record and are always looking to onboard new, dynamic, innovative and ambitious companies who are looking to raise capital. 

We can help companies achieve their capital requirements through proven routes such as SEIS and EIS as well as through inward investment channels such as Tier 1 Investor Visa and Foreign Direct Investment (FDI).

CEO and Founder

Emsworth Corporate Planning  (ECP)

We are always looking for companies, across a range of industry sectors, who are keen to raise finance. We have helped companies raise capital through foreign direct investment, and Tier 1 Entrepreneur investment as well as companies who are SEIS or EIS approved.  For all your funding requirements please contact us and we will assess quickly and efficiently the best alternatives for your business. 

As one of the Governments endorsing bodies for the Innovator Visa Scheme, we are continually assessing overseas individuals  who wish to start a business within the UK.

Director , Head of International Investments 

Independent Financial Solutions

Responsible for day to day running of the business, ranging from budget planning to recruitment and staff development. We are expanding rapidly and now have 11 advisors and 45 back office staff.
Directly involved with business development and growth. 

Our most recent project involves attracting high net worth non EU citizens who are interested in relocating to the UK. We did this through the UK Tier 1 Investor Visa Scheme. We attracted significant interest from the Chinese market and are expecting to see this grow over the coming years. The recent Government changes to the scheme means that the minimum investment will rise from £1m to £2m. The overall reasons for people looking to move to the UK remains the same; quality of life, education and getting funds offshore, so we maintain confidence that our international client base will continue to grow.

Managing Director

Cavendish Group International Ltd

Built the company from the ground up. Responsible for raising initial funding required to establish an international organisation. We set out to deliver technology, though trade magazines distributed to the Chinese market and rapidly expanded to incorporate all of the BRIC countries. 

Having defined a clear growth strategy, we maintained our meteoric rise through the early noughties and set the standards for others to follow. Having founded the company from day one, I recognised the need to further my development in the challenging, yet immensely satisfying sector, of financial services where I moved to in 2010.

Founder and Managing Director

intervisual advertising

Sales Director 

We are specialists in helping identify strong investment opportunities over a multitude of industry sectors. In particular we are keen to work with young, entrepreneurial companies who are looking to achieve fast and sustained growth. 

Through our strong and established distribution channels we can help find a range of HNW and UHNW investors from around the globe who are looking to invest in suitable UK companies. We particularly specialise in companies who are looking to raise capital ranging from £500k - £20m, in all sectors of industry. We will promote such an opportunity once we have completed thorough due diligence and are completely satisfied that it represents a sound investment opportunity. As part of our commitment to the companies we support, we offer full mentoring and ongoing back up. For more information please contact me directly on ben.armstrong@pallmall-investments.co.uk.

We have recently been appointed as one of the official Endorsing Bodies for the Innovator and Start-up Visa Scheme. We will be supporting applications from a variety of global talent and are looking forward to working with some truly innovative, viable and scalable opportunities. 

Delighted to announce that we have now launched a business continuity and disaster recovery planning service. Please visit our website, linked in my profile, for detailed information and do not hesitate to get in contact so that we can discuss in greater detail.

taplio

The Battle

Stacy Kehren Idema, PMP

Ben Burnett-Armstrong

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