AI Security Training for Family Offices
The defenses that protected your family before AI may now be creating false confidence. This training helps close the gap — with clarity, not fear.
THE PROBLEM
Your Security Playbook Was Written Before AI Changed the Rules
"Verify by voice." "We keep a low profile." "Staff know our voices." These used to be reasonable defenses. In an AI-driven environment, they may no longer be sufficient.
AI has significantly changed what's possible for threat actors — and what's required from the families and advisors responsible for protecting wealth, privacy, and safety. Voice cloning from brief audio samples. Emerging deepfake video capabilities that can challenge human judgment. Automated reconnaissance that can aggregate data from hundreds of sources in minutes.
The tools changed. The motivations haven't. But many family offices are still operating with pre-AI defenses — and the gap between what they believe is protected and what may actually be exposed continues to grow.
This isn't about fear. It's about awareness. And awareness is the prerequisite to every good decision.
The AI Shift — How the Old Security Model Broke
What AI actually is (and isn't). How the technical barrier to sophisticated attacks has dropped significantly. Why defenses that worked five years ago may now create vulnerabilities through false confidence. We call these "security jewelry" — expensive, visible measures that look impressive but may offer limited actual protection.
Why Family Offices Are Particularly Exposed
The structural characteristics that can make family offices especially vulnerable: concentrated wealth with lean teams, fragmented vendor relationships, high-trust cultures that adversaries may exploit, and a public information footprint that's often larger than families realize. We walk through the specific barriers and blind spots that can create risk today.
The AI-Enhanced Threat Landscape — Mapped to the Ten Domains of Risk™
AI doesn't create entirely new categories of risk — it amplifies and accelerates the ones that already existed. We map critical AI-enhanced threats across all Ten Domains of Risk, including deepfakes and voice cloning, insider threats amplified by generative AI, privacy erosion through data aggregation, authentication bypass, AI agent manipulation, supply chain compromise, and cross-domain cascades that can unfold in hours instead of days.
Fighting Back — Practical Defenses You Can Implement
What to look for. What questions to ask your vendors, your team, and your technology providers. Governance frameworks, hygiene protocols, and prioritization strategies designed to help reduce risk. You'll leave with a clearer understanding of what to do next — not a vague sense of unease.
Presage Global's AI Security Training is a focused, practitioner-led session designed for family office leaders, principals, advisors, and their teams. We cut through the noise — no jargon, no science fiction — and deliver a clear, actionable understanding of how AI is reshaping the threat landscape across the risk domains that matter most to families.
THE TRAINING — WHAT WE COVER
What This Training Covers
See It to Believe It
The session includes a live demonstration of AI voice cloning — showing how quickly and convincingly a voice can be replicated from publicly available audio. It's the moment in the training where the theoretical becomes tangible, and where participants gain a firsthand understanding of why traditional voice-based verification may no longer be reliable.
WHO THIS IS FOR
Who Should Attend
This training is built for family offices and their advisory ecosystems — the people making decisions about risk, and the people responsible for implementing those decisions.
Family office principals and next-generation family members
Family office directors, COOs, and operations teams
Wealth advisors and multi-family office leaders
Trust and estate attorneys advising UHNW families
Chief information security officers supporting family office clients
Executive assistants and staff with access to sensitive information or financial systems
If your team handles sensitive family information, moves capital, or manages access to physical and digital assets — they would benefit from this training.
FORMAT & DELIVERY
Format
Delivered in-person at your offices or virtually — whichever best serves your team and your security posture. Sessions are tailored to your organization's specific risk profile, technology environment, and family structure. This is not a generic webinar. It's a practitioner-led briefing designed for your world.
In-person or virtual delivery
Customized to your organization's risk profile and technology environment
Interactive, with live demonstrations and scenario-based discussion
Confidential — session content and participation are not disclosed
WHY PRESAGE GLOBAL
We don't sell security products. We don't have hardware to move. We're practitioners — former intelligence officers, special operators, cybersecurity leaders, and investigators who have operated at the highest levels of government and the private sector. We built our Ten Domains of Risk™ framework because we saw firsthand how siloed risk management can leave families exposed.
This training is an extension of the same integrated approach. We teach what we observe in the field — the attack patterns, the common gaps, and the practical countermeasures — not a vendor pitch dressed up as education.
Winner — Security Consulting & Risk Management
2025 Family Wealth Report Awards
Featured In
The goal isn't to make your team technical. It's to help them recognize risk that others may miss.
A clear, non-technical understanding of AI-driven threats relevant to family offices
The ability to recognize "security jewelry" — protections that may look effective but leave gaps
Practical guidance on verifying identity, authorizing transactions, and managing AI tools more safely
A framework for evaluating vendor and technology risk through an AI lens
Awareness of how AI can amplify risk across all Ten Domains — and where to focus first
Greater confidence to ask the right questions of your security, technology, and advisory partners
WHAT PARTICIPANTS WALK AWAY WITH
What Your Team Gains
Schedule This Training for Your Organization
Most organizations begin with a short conversation to discuss their team, their risk environment, and the best format for delivery. We'll scope the session around what matters most to your family or firm — and deliver it on your timeline.
Session sizes are kept small to maintain confidentiality and ensure meaningful interaction.
Or explore our approach to integrated risk:
