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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, Founder & CEO of Presage Global

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.

Recognition

Awards and rankings

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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

Insights

Research, whitepapers and commentary

Edward’s authored and co-authored work on family office risk, security and governance, from survey research to the Family Office Intel podcast.

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Podcast

Adopting Cross-Domain Risk Management for the Family Office

Family Office Exchange (FOXcast)

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Guest

July 30, 2026

Listen
Whitepaper

Setting up and managing a family office following a liquidity event

Dentons

·

Co-author

July 28, 2026

Read
Article

Big Law Insider Trading Indictments Should Prompt Law Firm Leaders to Look Inward

The American Lawyer

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Co-author

June 8, 2026

Read
Research

The State of Family Office Estate Security

Presage Global & Nines

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Co-author

June 3, 2026

Read
Article

10 Moves to Risk-Ready Your Business and Family

PKF O'Connor Davies

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Author

June 26, 2025

Read
Article

Why AI Security Is Now Mission-Critical for Family Offices

Presage Global

·

Author

January 2, 2025

Read
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From the blog

Featured articles

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The Family Office Security Brief

Today’s signal, in two minutes.

The fraud cases, privacy rulings and security incidents that matter to principals and their teams, plus one practical step you can take today.

The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students, book cover

The book

The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students

Co-authored by Edward V. Marshall. Columbia University Press, 2021.

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