Integrated risk management for families and investors facing complex, interconnected threats.
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:
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
| Ownership | Privately held |
| Top Markets | |
| Key People |
EV
Edward V. Marshall
Founder and CEO
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Tristan Flannery
Managing Partner
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Josh Burmeister
Managing Director
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Kevin Reeves
Managing Director
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Keith Smith
Managing Director
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Michael Liou
Managing Director
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Henry Brandts-Giesen
Advisory Board Member
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Anthony DeMario
Advisory Board Member
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Matthew Flug
Advisory Board Member
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Richard Frankel
Advisory Board Member
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Zach Lowry
Advisory Board Member
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Alison Markstadt
Advisory Board Member
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Mike McNamara
Advisory Board Member
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Steve Prostano
Advisory Board Member
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Christopher Sidford
Advisory Board Member
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Greg Thayer
Advisory Board Member
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Toby Zeegen
Advisory Board Member
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| Recognition |
Family Wealth Report Awards: Security Consulting and Risk Management - 2025
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