Why leave your legacy to chance? Can you afford to take such a risk?
Nathan Rothschild
Your solution to creating a legacy that thrives for generations
DANTI is your foundation for a lasting wealth legacy. It acts as the bridge between you, your beneficiaries, and your advisors, addressing the primary cause of multi-generational financial failure as identified by Roy Williams and Vic Preisser: poor communication. By providing a clear snapshot of your current status, it enables you to plan effectively for the future.
It’s more than just a tool; it’s a facilitator for conscious, informed discussions about your family’s financial wealth, ensuring your legacy thrives for generations. Regardless of whether you’re contemplatng a family office or already have one, DANTI will serve as a key component in your wealth strategy.
No, we have secured the APIs across more than 20,000 banks with Plaid. For stocks, shares and funds we have secured the APIs from Alpha Vantage. Just like our founder, Madhavan, they are also YC Combinator alumni. We have no intention of re-inventing the wheel. Our aim is to provide you and your family with an efficient operating system that will be the foundation for successful generational wealth and legacy planning.
You will ALWAYS retain 100% control and ownership of your data. We will not be able to view or access this data unless you provide us with access during our support calls.
We currently provide three options:
Whilst we think we have included every asset class, our system is flexible and allows other asset classes to be added.
All reports can be customised to meet your requirements.
Yes. Our platform will build a structure report so that you will be able to see a diagram of your existing structures and legal entities. This will remove the guesswork of legal ownership!
We have integrated Docusign which is a market leading digital signature system.
From the first day you utilise the Danti system you will be required to share your access details with your chosen law firm. We recommend that you use the firm that will be responsible for your estate planning as the data you keep on our system will be vital to your future plans. This law firm will only be able to obtain access if you are deemed to no longer have the mental capacity to manage your financial affairs or you pass away.
We would recommend that you only enter your professional power team on your contacts page but you can add the details of anyone you like. We can also create a separate family office address book that can be synchronised with your existing contact list. This will remove the need for multiple address books.
Our platform empowers advisors to become not just essential, but irreplaceable in the wealth management process. As Seneca wisely stated, “Consciousness of wrongdoing is the first step towards a solution.” DANTI will act as a digital mirror, to reveal potential pitfalls in wealth management strategies, allowing users to build, create, and thrive across generations.
We extend an invitation to private banks and advisors who resonate with our vision – those who value strong, enduring client relationships and are commited to fostering lasting legacies. In navigating these uncertain waters, we believe our collective efforts can break the three-generation barrier, fostering wealth that endures, inspires, and transcends time.
No, we have secured the APIs across more than 20,000 banks with Plaid. For stocks, shares and funds we have secured the APIs from Alpha Vantage. Just like our founder, Madhavan, they are also YC Combinator alumni. We have no intention of re-inventing the wheel. Our aim is to provide you and your family with an efficient operating system that will be the foundation for successful generational wealth and legacy planning.
You will ALWAYS retain 100% control and ownership of your data. We will not be able to view or access this data unless you provide us with access during our support calls.
We currently provide three options:
Whilst we think we have included every asset class, our system is flexible and allows other asset classes to be added.
All reports can be customised to meet your requirements.
Yes. Our platform will build a structure report so that you will be able to see a diagram of your existing structures and legal entities. This will remove the guesswork of legal ownership!
We have integrated Docusign which is a market leading digital signature system.
From the first day you utilise the Danti system you will be required to share your access details with your chosen law firm. We recommend that you use the firm that will be responsible for your estate planning as the data you keep on our system will be vital to your future plans. This law firm will only be able to obtain access if you are deemed to no longer have the mental capacity to manage your financial affairs or you pass away.
We would recommend that you only enter your professional power team on your contacts page but you can add the details of anyone you like. We can also create a separate family office address book that can be synchronised with your existing contact list. This will remove the need for multiple address books.
Our Danti platform can help prevent this from happening to you.
See all your wealth in one place at a touch of a button.
You and your team can now manage all your global assets in one place to help you track performance across multiple classes including funds, real estate, quoted stocks, unquoted corporate investments, art, jewellery and many more.
Our APIs will ensure that the values and balances of all your quoted stocks, funds and bank balances are updated hourly.
With state of the art cybersecurity that is better than most private banks, Danti has been designed so that YOU always own and control YOUR data.
Our Danti platform will help your family to manage and track your philanthropy strategy. It will streamline your efforts and help you to measure the impact of your giving. The Danti platform also collaborates with CharityWatch.org to provide information about your chosen charities’ financial efficiency, accountability, governance, and fundraising.
Roy Williams and Vic Preisser, in their research and subsequent book "Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values.
In the complex realm of securing generational financial success, recent insights from the 2023 Citi Group Global Family Office Survey reveal a concerning misalignment between family concerns and their corresponding actions.
Throughout history, several billionaire families have witnessed a significant decline in their wealth, whether due to economic downturns, poor investment choices, family disputes, or political shifts.
Normalcy bias can indeed contribute to the lack of foresight in establishing governance and communication systems.
Roy Williams and Vic Preisser, in their research and subsequent book "Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values.
In the complex realm of securing generational financial success, recent insights from the 2023 Citi Group Global Family Office Survey reveal a concerning misalignment between family concerns and their corresponding actions.
Throughout history, several billionaire families have witnessed a significant decline in their wealth, whether due to economic downturns, poor investment choices, family disputes, or political shifts.
Normalcy bias can indeed contribute to the lack of foresight in establishing governance and communication systems.
