INDUSTRY SUMMIT
- May 1
- 2 min read
Edward Marshall, Founder & CEO of Presage Global, joined a select group of family office principals and advisors this week at Trove FS, LLC Industry Summit: a closed-door gathering convening senior leaders across the private wealth ecosystem.
Eddie's fireside chat session, “Crown Jewels Under Threat: Understanding Family Office Risk” was moderated by Jeff Welgan , CEO of skillrex. It focused on the evolving threats facing family offices, including the implications for estate security in the months and years ahead.
The conversation highlighted a structural shift in the security concerns for HNWIs and family offices: risk no longer presents in isolation, and protection strategies built for a more static environment are increasingly misaligned with today’s threat landscape.
Drawing on Presage Global’s intelligence-led perspective, Eddie spoke about:
* The persistent exposure facing family offices despite increased investment in security
* The convergence of threats across wealth, privacy, safety, and reputation
* The widening gap between perceived security and actual resilience
* The prevalence of what he describes as “security jewelry”: solutions that look good but aren’t effective
Along with the fireside chat, Eddie introduced a preview of the forthcoming Estate Security Gap Report, developed in collaboration with Nines. The report examines where family offices remain most exposed, and how family offices and those who serve them can recalibrate their approach to risk.
For family offices operating at scale, estate security is no longer merely a question of tools or visibility. It is a question of clarity, prioritization, and disciplined execution across risk domains.
To receive early access to the Estate Security Gap Report, we invite you to join the waitlist:
A special thanks to Trove CEO Amjed Saffarini for putting on an incredible event that strengthened family office community by bringing together this group of practitioners for a timely and meaninfgul discussion.
