Presage Global

Integrated risk management for families and investors facing complex, interconnected threats.

Advisor / Consultancy Advisory Due Diligence Risk Management Training Est. 2022 11-50 employees
Visit Website Request Info Last reviewed: April 2026

Overview

Family offices that rely on separate vendors for physical security, cyber protection, and privacy management typically end up with gaps at the intersection of those disciplines. Presage Global, founded by Edward Marshall, a former family office practitioner at Dentons, Credit Suisse, and Citibank, addresses those intersections directly through what it calls a Ten Domains of Risk Framework. The firm’s core argument is that threats do not operate in silos, so protection programs built on siloed vendors will always leave blind spots.

Presage serves three distinct client groups: private clients and family offices, business owners and executives, and investors and financial institutions. For family offices specifically, the firm conducts vulnerability assessments across multiple risk domains and then designs and manages integrated protection programs. Services span:

  • Privacy and digital exposure assessment
  • Physical security and executive protection
  • Cybersecurity and AI security advisory
  • Strategic intelligence and geopolitical risk analysis
  • Due diligence and investigations on people, entities, and transactions
  • Insider threat identification and mitigation

The team carries a high concentration of intelligence community, military, and law enforcement experience, including a former CIA senior executive, a former FBI Special Agent in Charge, and an advisory board member who served as Head of Cybersecurity for the British Royal Household. The firm won the 2025 Family Wealth Report Award for Security Consulting and Risk Management.

Presage operates as a services firm rather than a technology platform, which means buyers are purchasing advisory capacity and human judgment, not software. Pricing is not disclosed publicly and the firm does not publish client counts or typical engagement costs. It is best suited to families or single family offices that have outgrown point security vendors and need a firm with both family office domain knowledge and operational security depth.

"We see your risk landscape as one interconnected system — because that's how threats actually operate."
Presage Global

Product & Capabilities

Main Tasks
Multi-domain risk vulnerability assessment for family offices and principals Physical security and executive protection program design Cybersecurity and AI security risk assessment and response Due diligence on people, entities, and transactions Insider threat identification and mitigation Strategic intelligence and geopolitical risk advisory for high-stakes decisions
Top Features
Ten Domains of Risk Framework covering privacy, cyber, physical, financial, and reputational risk Integrated risk programs designed across all domains rather than by specialty Pre-transaction and post-acquisition intelligence services for investors AI security blueprint specifically designed for family offices Family Office Risk Readiness Evaluation tool Weekly intelligence briefing via Risk Nodus Pulse Corporate and security training programs Managed Protection and Risk Leadership service 24/7 urgent assistance line for active threats and crises Strategic business advisory for leadership transitions, capital deployment, and organizational change
Technology
Services-only GDPR CCPA

Company

OwnershipPrivately held
Top Markets
United States
Key People
EV
Edward V. Marshall
Founder and CEO
TF
Tristan Flannery
Managing Partner
JB
Josh Burmeister
Managing Director
KR
Kevin Reeves
Managing Director
KS
Keith Smith
Managing Director
ML
Michael Liou
Managing Director
HB
Henry Brandts-Giesen
Advisory Board Member
AD
Anthony DeMario
Advisory Board Member
MF
Matthew Flug
Advisory Board Member
RF
Richard Frankel
Advisory Board Member
ZL
Zach Lowry
Advisory Board Member
AM
Alison Markstadt
Advisory Board Member
MM
Mike McNamara
Advisory Board Member
SP
Steve Prostano
Advisory Board Member
CS
Christopher Sidford
Advisory Board Member
GT
Greg Thayer
Advisory Board Member
TZ
Toby Zeegen
Advisory Board Member
Recognition
Family Wealth Report Awards: Security Consulting and Risk Management - 2025

Support & Onboarding

Onboarding Begins with a confidential 30-minute discovery call to assess situation and determine scope
Support Options
24/7 phone line for urgent matters, scheduled discovery calls via Calendly, email contact form with 24-hour response commitment

Contact

Get in Touch