Effortlessly discover and track where you are today so that you can plan for tomorrow.
Our journey began with a question. Nicholas Charles, our founder, and author of two ground-breaking books, posed this paradox: Why does substantial wealth often fail to transcend past three generations, despite its apparent advantages? His pursuit for an answer has led to the birth of the DANTI, a revolutionary platform aimed at solving the generational wealth conundrum.
In an era of unparalleled uncertainty, with financial tremors shaking foundations of institutions like Credit Suisse and First Republic Bank, and political instability rippling across Russia, China, and the USA, protecting assets has become a paramount concern for the wealthy. Our mission, however, extends beyond mere safeguarding. We offer a blueprint for a lasting legacy.
Innovation is the heartbeat of societal advancement, and we’ve harnessed it to address this pivotal issue. In our fast-paced world, where artificial intelligence – like Chat GPT and Google’s Gemini – is revolutionising operations, we acknowledge a universal truth: innovation is survival.
Thus, we bring you Danti, a testament to innovation and communication. Designed to strengthen the essential ties between users, their families, and their advisors, it serves as an interactive, dynamic hub that fosters understanding and connection.
Danti helps get you organised today AND plans for generational wealth. It organises ALL your wealth which will help in communications with your family. It will facilitate better advice from your professional team and cuts down time being wasted on fact finds.
Danti provides a secure, confidential, and private network within the family. This enhances connectivity, which is the first stage of having a more loving and fulfilled relationship.
By having a better understanding of existing family investments – the user can then assess the performance of each asset class. This will help plan for future growth and facilitate better conversations with the professional team. It is a step forward from simply waiting for the investment manager’s report. Danti enables users to have the information they need at their fingertips to be able to proactively speak with their advisors.
We all recognise the importance of giving and the goodwill generated by making significant contributions. We encourage families to understand each individual’s values, create an inspiring philanthropic strategy and monitor their philanthropic activities. The closer the cause is to your heart, the more fulfilled you will feel.
Danti enables all family members to communicate important aspects of their lives within a secure environment.This provides a variety of interesting personal information that the family may have previously been unaware of.
It is very easy for family members who are not involved in either the family business or the investment portfolio to feel insignificant within the family dynamic. We try to overcome this by using two distinct methods:
Nicholas Charles FCCA is a generational wealth expert, author, property investor and tax advisor.
Author of the Amazon number 1 best-selling book The Four Fundamentals of Family Prosperity. His follow up book called Generational Wealth was released in October 2022 and managed to get the number 1 spot on Amazon.
Nicholas specialises in family prosperity advice, tax planning and asset protection. For over 20 years he has managed to build up a network of the world’s leading professional experts in niche fields including business coaches, lawyers, fiduciaries, technology experts, tax advisors, private banks and wealth managers.
Growing up as second generational wealth with a family that also suffered from generational financial failure, Nicholas became inspired to help families across the world to retain and grow their wealth for multiple generations. Realising the limitations of time and reach as a consultant, Nicholas sought to create a solution using technology that could expand his reach to families across the planet.
A global problem required a global solution. At the beginning of 2023 Nicholas began building a team of technology experts. With his design and their technological expertise, they built a secure operating system for Ultra High Net worth individuals and family offices to help them to digitise generational wealth. This exciting and revolutionary idea grew to become DANTI – the secure operating system that will revolutionise and digitise generational wealth.
Email: ncharles@danti.io
Website: www.danti.io
Phone: (+44) 20 7263 3295
DDI: (+44) 20 7619 3405
Mobile: (+44) 7957 32 63 59
Linkedin: www.linkedin.com/in/nicholascharles1/
Madhavan Ramakrishnan is the Co-founder and CTO of Danti. He has been running and investing in technology companies since 2007. Madhavan’s leadership style is characterised by his hands-on approach and his ability to inspire his team.
He holds board positions in:
Techfriar – A Product and Solutions Development Company, based in the US and UAE
One View – A regulatory and compliance platform based in UAE
Untask – An enterprise business process management company
Sweans – A digital transformation company focused on design based in the UK
Chrysalis Digital – A location intelligence service provider based in Kuwait and Saudi Arabia
He is a YCombinator alumnus from their W19 batch. Apart from his corporate achievements, Madhavan is an advocate for education and technology accessibility. He is actively involved in various philanthropic initiatives aimed at promoting STEM education, especially in underprivileged communities. His efforts have earned him recognition both within and outside the tech industry.
In his free time, Madhavan enjoys travelling to sporting events and spending time with his family. He is also a frequent speaker at technology conferences and educational institutions, where he shares his insights and experiences to inspire the next generation of tech leaders.
Linkedin: www.linkedin.com/in/maddy82/
Nicholas Charles FCCA is a generational wealth expert, author, property investor and tax advisor.
Author of the Amazon number 1 best-selling book The Four Fundamentals of Family Prosperity. His follow up book called Generational Wealth was released in October 2022 and managed to get the number 1 spot on Amazon.
Nicholas specialises in family prosperity advice, tax planning and asset protection. For over 20 years he has managed to build up a network of the world’s leading professional experts in niche fields including business coaches, lawyers, fiduciaries, technology experts, tax advisors, private banks and wealth managers.
Growing up as second generational wealth with a family that also suffered from generational financial failure, Nicholas became inspired to help families across the world to retain and grow their wealth for multiple generations. Realising the limitations of time and reach as a consultant, Nicholas sought to create a solution using technology that could expand his reach to families across the planet.
A global problem required a global solution. At the beginning of 2023 Nicholas began building a team of technology experts. With his design and their technological expertise, they built a secure operating system for Ultra High Net worth individuals and family offices to help them to digitise generational wealth. This exciting and revolutionary idea grew to become DANTI – the secure operating system that will revolutionise and digitise generational wealth.
Email: ncharles@danti.io
Website: www.danti.io
Phone: (+44) 20 7263 3295
DDI: (+44) 20 7619 3405
Mobile: (+44) 7957 32 63 59
Linkedin: www.linkedin.com/in/nicholascharles1/
Madhavan Ramakrishnan is the Co-founder and CTO of Danti. He has been running and investing in technology companies since 2007. Madhavan’s leadership style is characterised by his hands-on approach and his ability to inspire his team.
He holds board positions in:
Techfriar – A Product and Solutions Development Company, based in the US and UAE
One View – A regulatory and compliance platform based in UAE
Untask – An enterprise business process management company
Sweans – A digital transformation company focused on design based in the UK
Chrysalis Digital – A location intelligence service provider based in Kuwait and Saudi Arabia
He is a YCombinator alumnus from their W19 batch. Apart from his corporate achievements, Madhavan is an advocate for education and technology accessibility. He is actively involved in various philanthropic initiatives aimed at promoting STEM education, especially in underprivileged communities. His efforts have earned him recognition both within and outside the tech industry.
In his free time, Madhavan enjoys travelling to sporting events and spending time with his family. He is also a frequent speaker at technology conferences and educational institutions, where he shares his insights and experiences to inspire the next generation of tech leaders.
Linkedin: www.linkedin.com/in/maddy82/
Ida Beerhalter co-heads IOME, a private investment partnership of women principals from the Gulf region with its head office in Riyadh, KSA. She is an international wealth management & family dynamics expert and empowerment ambassador, but above all a relentless knowledge and truth-seeker.
Mrs. Beerhalter also serves as Ambassador, Member of the Board, Trustee, Committee Member, Advisor, and Expert to various for-profit and not-for-profit organizations around the globe — amongst others: United Nations’ University for Peace (UPEACE), Costa Rica, Auma Obama Foundation Sauti Kuu, Kenya & Germany, USA, Green Sands Equity, USA, Jim Button Foundation, Germany, First Light Trust, UK, Aescuvest, Europe- specialized in a wide range of issues including, social business, entrepreneurship, impact investment, education, leadership, economic development, mental health, gender inclusiveness, women & minority empowerment, investments in emerging and growth markets, and wealth management, financial literary, family governance and succession planning. As Investor she also manages also her own investment portfolio.
In 2015 she was selected as a TIAW World of Difference 100 Award recipient, for her contribution to the economic empowerment of women.
Linkedin: www.linkedin.com/in/ida-b-1571352/
Octavian Pilati is an Austrian entrepreneur with a family history dating back to the year 1000. Octavian spent his young adult years gaining profound knowledge in the technical field, when suddenly the family business became Octavian’s focus. In 2015, the family business slid into a major crisis and Octavian decided to take over part of the management. He is now sharing his experiences and knowledge about family businesses, personal development, crisis, fraud and a lot more.
Linkedin: www.linkedin.com/in/octaviangrafpilati/
From the Corporate Family Business background, Bilal Zein is the head of a Single-Family Office he set up in 2001 in London. The SFO covers a wide range of services namely wealth management, investment strategies and financial planning, governance, tax and trusts, strategic advice, philanthropy, lifestyle, private collections, household management and concierge services.
Bilal’s C-Level experience ranges across several sectors from industrial engineering, trading, waste management, real estate, and hospitality throughout the EMEA region. Board member of direct investments.
Advisory board member: Multi-family club and a Family Office and Business Governance practice (Geneva). Sport and Leisure start up (Dubai).
He earned his TEP designation from STEP’s Postgraduate Diploma in Private Wealth Advising and holds FFI Advanced Certificates in Family Business and Family Wealth Advising. He is a regular panelist at Family Office and wealth management events. Fluent in English, French and Arabic.
Linkedin: www.linkedin.com/in/bilal-zein-45517918/
Antoaneta Proctor is a Private Client partner at City law firm, Wedlake Bell. She specialises in international tax and trust planning, cross-border succession, family governance and the creation and institutionalisation of family offices.
Antoaneta is a skilled technician, experienced in carrying out holistic risk assessments of structures and family situations. Another significant area of expertise for her is the preservation and nurturing of family wealth, through consultative assessments of the pressure lines and the creation of Family Constitutions. She has recently co-authored, with Nicholas Charles, a best-selling book on the topic, entitled Generational Wealth: Why 99% of Families Fail to Establish a Lasting Legacy.
Antoaneta acts for (ultra) High-Net Worth individuals and their families (UK and non-UK domiciled), entrepreneurs, family offices and trustees, typically with complex and multi-jurisdictional legal needs. Her clients come from backgrounds as diverse as Southern Europe, the US, Middle East, South Africa, and Israel.
As a CEO of several highly successful businesses in various fields within the financial sector, David’s 25 plus years’ experience has now culminated in him helping to train and engage people
utilising the power of technology. David’s passion for sales has taken him all over the globe and with the help of the Suada platform, has now developed a completely unique transformational learning process.
Linkedin: www.linkedin.com/in/david-thomson-suada/
Porus brings over 15 years of extensive experience in investment banking, having held key roles at JP Morgan and Credit Suisse across London, Paris, and Mumbai. As a qualified chartered accountant and MBA graduate, Porus possesses a robust understanding of financial markets. He excels in providing strategic financial advice and capital-raising solutions to both private and public companies, with expertise in cost management and risk assessment.
Complementing his corporate achievements, he has served for 7 years as the treasurer of a London-based nonprofit organization, showcasing his dedication to community and financial stewardship. Furthermore, he has established a tech-enabled multi-family office in Dubai, specializing in cutting-edge wealth advisory services tailored for first-generation families. Porus is deeply committed to leveraging his investment banking background and expansive network to empower clients in realizing their financial aspirations.
Linkedin: www.linkedin.com/in/porusj/
Successful serial entrepreneur and investor. University of Cambridge Degree and Masters in Economics (1995-1998) Investment Banker Deutsche Bank – Corporate Finance (1998-2003). CEO of the Omega Group – Sold to Mears Group PLC (2003-2017). Managing Director of Diamond Corporation (since 2002) A successful family run group of companies focussing on property investment and development in the UK with an exceptional proven track record of success.
Chairman and Co-founder of Karis Capital a debt advisory specialist in real estate finance & insurance.
Stacy is the Founder and CEO of Equati. Birthed from her own business and personal experiences and a deep desire to do business differently; Stacy merged her lived family business experiences with her extensive commercial experiences to create a Family Office wealth technology. This technology empowers family offices to align their values and investment theses with the strategic priorities of capital-raising businesses; ensuring alternative investments are guided through each family’s shared values and strategic priorities.
In addition, Stacy also serves in an advisory role with DAF.Gives, a social philanthropy platform that inspires and impacts in a way that creates real activity, accountability and power to the donors. Stacy is a frequent podcast guest speaking passionately about Feminine Intelligence, Emotional Intelligence and communication in business and personal relationships.
Linkedin: www.linkedin.com/in/stacykehrenidema/
Ida Beerhalter co-heads IOME, a private investment partnership of women principals from the Gulf region with its head office in Riyadh, KSA. She is an international wealth management & family dynamics expert and empowerment ambassador, but above all a relentless knowledge and truth-seeker.
Mrs. Beerhalter also serves as Ambassador, Member of the Board, Trustee, Committee Member, Advisor, and Expert to various for-profit and not-for-profit organizations around the globe — amongst others: United Nations’ University for Peace (UPEACE), Costa Rica, Auma Obama Foundation Sauti Kuu, Kenya & Germany, USA, Green Sands Equity, USA, Jim Button Foundation, Germany, First Light Trust, UK, Aescuvest, Europe- specialized in a wide range of issues including, social business, entrepreneurship, impact investment, education, leadership, economic development, mental health, gender inclusiveness, women & minority empowerment, investments in emerging and growth markets, and wealth management, financial literary, family governance and succession planning. As Investor she also manages also her own investment portfolio.
In 2015 she was selected as a TIAW World of Difference 100 Award recipient, for her contribution to the economic empowerment of women.
Linkedin: www.linkedin.com/in/ida-b-1571352/
Octavian Pilati is an Austrian entrepreneur with a family history dating back to the year 1000. Octavian spent his young adult years gaining profound knowledge in the technical field, when suddenly the family business became Octavian’s focus. In 2015, the family business slid into a major crisis and Octavian decided to take over part of the management. He is now sharing his experiences and knowledge about family businesses, personal development, crisis, fraud and a lot more.
Linkedin: www.linkedin.com/in/octaviangrafpilati/
From the Corporate Family Business background, Bilal Zein is the head of a Single-Family Office he set up in 2001 in London. The SFO covers a wide range of services namely wealth management, investment strategies and financial planning, governance, tax and trusts, strategic advice, philanthropy, lifestyle, private collections, household management and concierge services.
Bilal’s C-Level experience ranges across several sectors from industrial engineering, trading, waste management, real estate, and hospitality throughout the EMEA region. Board member of direct investments.
Advisory board member: Multi-family club and a Family Office and Business Governance practice (Geneva). Sport and Leisure start up (Dubai).
He earned his TEP designation from STEP’s Postgraduate Diploma in Private Wealth Advising and holds FFI Advanced Certificates in Family Business and Family Wealth Advising. He is a regular panelist at Family Office and wealth management events. Fluent in English, French and Arabic.
Linkedin: www.linkedin.com/in/bilal-zein-45517918/
Antoaneta Proctor is a Private Client partner at City law firm, Wedlake Bell. She specialises in international tax and trust planning, cross-border succession, family governance and the creation and institutionalisation of family offices.
Antoaneta is a skilled technician, experienced in carrying out holistic risk assessments of structures and family situations. Another significant area of expertise for her is the preservation and nurturing of family wealth, through consultative assessments of the pressure lines and the creation of Family Constitutions. She has recently co-authored, with Nicholas Charles, a best-selling book on the topic, entitled Generational Wealth: Why 99% of Families Fail to Establish a Lasting Legacy.
Antoaneta acts for (ultra) High-Net Worth individuals and their families (UK and non-UK domiciled), entrepreneurs, family offices and trustees, typically with complex and multi-jurisdictional legal needs. Her clients come from backgrounds as diverse as Southern Europe, the US, Middle East, South Africa, and Israel.
As a CEO of several highly successful businesses in various fields within the financial sector, David’s 25 plus years’ experience has now culminated in him helping to train and engage people
utilising the power of technology. David’s passion for sales has taken him all over the globe and with the help of the Suada platform, has now developed a completely unique transformational learning process.
Linkedin: www.linkedin.com/in/david-thomson-suada/
Porus brings over 15 years of extensive experience in investment banking, having held key roles at JP Morgan and Credit Suisse across London, Paris, and Mumbai. As a qualified chartered accountant and MBA graduate, Porus possesses a robust understanding of financial markets. He excels in providing strategic financial advice and capital-raising solutions to both private and public companies, with expertise in cost management and risk assessment.
Complementing his corporate achievements, he has served for 7 years as the treasurer of a London-based nonprofit organization, showcasing his dedication to community and financial stewardship. Furthermore, he has established a tech-enabled multi-family office in Dubai, specializing in cutting-edge wealth advisory services tailored for first-generation families. Porus is deeply committed to leveraging his investment banking background and expansive network to empower clients in realizing their financial aspirations.
Linkedin: www.linkedin.com/in/porusj/
Successful serial entrepreneur and investor. University of Cambridge Degree and Masters in Economics (1995-1998) Investment Banker Deutsche Bank – Corporate Finance (1998-2003). CEO of the Omega Group – Sold to Mears Group PLC (2003-2017). Managing Director of Diamond Corporation (since 2002) A successful family run group of companies focussing on property investment and development in the UK with an exceptional proven track record of success.
Chairman and Co-founder of Karis Capital a debt advisory specialist in real estate finance & insurance.
Stacy is the Founder and CEO of Equati. Birthed from her own business and personal experiences and a deep desire to do business differently; Stacy merged her lived family business experiences with her extensive commercial experiences to create a Family Office wealth technology. This technology empowers family offices to align their values and investment theses with the strategic priorities of capital-raising businesses; ensuring alternative investments are guided through each family’s shared values and strategic priorities.
In addition, Stacy also serves in an advisory role with DAF.Gives, a social philanthropy platform that inspires and impacts in a way that creates real activity, accountability and power to the donors. Stacy is a frequent podcast guest speaking passionately about Feminine Intelligence, Emotional Intelligence and communication in business and personal relationships.
Linkedin: www.linkedin.com/in/stacykehrenidema/
