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.
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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.

We are a team of successful M&A professionals with Support Buyside and Sellside Mergers & Acquisitions Advisors with Transactions and Back Office Support.  

We support our M&A clients through any transaction, we offer top-quality research, content/document creation (IM & Teaser documents), data room project management, outbound marketing, inbound call answering, prospect qualification, and social media services. Our company is one of the leading virtual assistant businesses supporting Sellside and Buyside Advisors. We are recognised for delivering excellent results on projects across multiple sectors. Here at Belmore Virtual, we provide almost everything you need to create a successful transaction. 

We assist your business by implementing the best business infrastructure, efficient time-saving technology, and know-how that is in the world today.

 

Our approach is based on in-depth industry knowledge and practical experience. Our team has 20+ years’ experience within the M&A Industry. After we begin working with you, we develop an understanding of your business and your personal working preferences, we can then implement infrastructure and fine-tune it to maximum effectiveness.

What one of our clients said:

“Symmetry Corporate Finance has worked with the Belmore team for many years – they are efficient, flexible and reliable. We have integrated systems with them seamlessly so it is like they are part of the team!”

When are you free for a quick introduction call?

taplio

The Battle

Stacy Kehren Idema, PMP

Toni Jones

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