Founder & CEO, Presage Global
Edward V. Marshall
Family office advisor, researcher and author helping complex families reduce their cyber, physical, financial, operational and reputational risk.
2026
Leading Individual, Family Wealth Report
Top 7
Family office experts, Family Capital 100
Co-author
The Family Office, Columbia UP


Edward V. Marshall
Global Head of Family Office and High Net Worth
As featured in
CNBC
InvestmentNews
Bloomberg
Forbes
The American Lawyer
Family Wealth Report
About
A family office insider who works on risk
Edward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm. Presage is a trusted partner to c-suites and boards, family offices, and investors. Edward is a family office insider and a renowned family office researcher, advisor, and author. He is regarded as a thought leader in the family office space, distinguished by his service to complex families around the world. He is also a risk and threat management specialist, working with families to reduce their cyber, physical, financial, operational, and reputational risk profiles. Edward is a member of the Advisory Board and co-heads the Family Office Initiative at the UHNW Institute, a think tank organized to support family offices and UHNW individuals by promoting best practices, professional development, and positive change in the family office and family wealth field. He co-authored the book, The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students. Prior to founding Presage Global, Edward held leading family office roles at Credit Suisse, Citibank, and Boston Private. He joined Credit Suisse from Booz Allen Hamilton and previously was a research assistant at The Kennan Institute and lectured as an Adjunct Professor at the Henley-Putnam School of Strategic Security. Edward began his career in the public sector, working for the federal government in the United States and abroad. Edward serves as the Senior Advisor to the President of The Kyiv School of Economics in Ukraine and founded "After Service," a Ukrainian NGO focused on reducing veteran suicide and supporting Ukrainian veterans in civilian life. He is a board member at the Defense Intelligence Memorial Foundation (DIMF), providing full scholarships to the families of Defense Intelligence officers killed in the line of duty, and an advisory board member for Americas Warrior Partnership (AWP), a nonprofit focused on reducing veteran suicide. Edward previously served as a board member and treasurer at Nonprofit Enterprise at Work (NEW), an organization in Detroit focused on improving the impact and performance of nonprofit organizations. He earned his MBA from New York University’s Leonard N. Stern School of Business and a BS iin Human Biology from Michigan State University. Edward resides in the New York City area.
Current focus
2026
Winner, Leading Individual (Service or Product Provider)
Family Wealth Report Awards
2025
Winner, Security Consulting & Risk Management —
Presage Global
Family Wealth Report Awards
2022 · 2024
Outstanding Contribution to Wealth Management Thought Leadership
Family Wealth Report Awards
Top 7
Family office experts globally, “100 Influencers”
Family Capital, 2023
Podcast
Adopting Cross-Domain Risk Management for the Family Office
Family Office Exchange (FOXcast)
·
Guest
July 30, 2026
Whitepaper
Setting up and managing a family office following a liquidity event
Dentons
·
Co-author
July 28, 2026

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