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Insights

Research, whitepapers and commentary

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

Podcast

Adopting Cross-Domain Risk Management for the Family Office

Family Office Exchange (FOXcast)

Guest

Jul 30, 2026

Listen

Whitepaper

Setting up and managing a family office following a liquidity event

Dentons

Co-author

Jul 28, 2026

Read

Article

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

The American Lawyer

Co-author

Jun 8, 2026

Read

Research

The State of Family Office Estate Security

Presage Global & Nines

Co-author

Jun 3, 2026

Read

Article

10 Moves to Risk-Ready Your Business and Family

PKF O'Connor Davies

Author

Jun 26, 2025

Read

Article

Why AI Security Is Now Mission-Critical for Family Offices

Presage Global

Author

Jan 2, 2025

Read

Whitepaper

The New Guard: The Evolution of Technology, Training, and Tradecraft in Executive Protection

Presage Global

Author

Jan 1, 2025

Read

Whitepaper

Combating Insider Threats in Family Offices

Presage Global

Author

Oct 4, 2024

Read

Research

The Evolving Risk Landscape for Family Offices Survey Report

Dentons

Author

May 13, 2024

Read

Article

There Is No Such Thing As A Family Office – Part 2

Family Wealth Report

Author

Jan 16, 2024

Read

Article

There Is No Such Thing As A Family Office – Part 1

Family Wealth Report

Author

Jan 15, 2024

Read

Podcast

Episode 42: Restructuring and insolvency issues that family enterprises face in the tumultuous 2023 economy

Dentons Podcasts

Host

Apr 11, 2023

Listen

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.