The intelligence platform
Landscape/Advisors/Presage Global
Visit website Advisor / Consultancy

Presage Global

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

Founded 2022Services-only
11-50Employees
2022Founded
01 — Overview

What Presage Global does

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.

On Presage Global, from a family-office user
02 — Product & capabilities

What it covers

Core 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
Notable 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
Platform & technology
Artificial Intelligence
03 — Company

The firm behind it

Founded
2022
Employees
11-50
Ownership
Privately held
Software type
Services-only
Headquarters / markets
United States
Key people
EEdward V. MarshallFounder and CEO
TTristan FlanneryManaging Partner
JJosh BurmeisterManaging Director
KKevin ReevesManaging Director
KKeith SmithManaging Director
MMichael LiouManaging Director
HHenry Brandts-GiesenAdvisory Board Member
AAnthony DeMarioAdvisory Board Member
MMatthew FlugAdvisory Board Member
RRichard FrankelAdvisory Board Member
ZZach LowryAdvisory Board Member
AAlison MarkstadtAdvisory Board Member
MMike McNamaraAdvisory Board Member
SSteve ProstanoAdvisory Board Member
CChristopher SidfordAdvisory Board Member
GGreg ThayerAdvisory Board Member
TToby ZeegenAdvisory Board Member
Recognition
  • Family Wealth Report Awards: Security Consulting and Risk Management - 2025
04 — Clients & fit

Who it’s for

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Investment Teams.

05 — Support & onboarding

Getting it running

24/7 phone line for urgent matters, scheduled discovery calls via Calendly, email contact form with 24-hour response commitment

Begins with a confidential 30-minute discovery call to assess situation and determine scope

Similar in the AtlasThe Advisors constellation →