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PRIVATE CLIENTS & FAMILY OFFICES

When it comes to security, most families don’t know where to begin. We do.
Who We Are

Presage Global works with family offices and complex families who need one trusted partner to see the whole picture: people, data, investments, properties, travel, and reputation.

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Most family offices live with a built-in contradiction: enterprise-level wealth, protected by what is often reactive and inadequate security. Small teams, high trust, and fast decisions are great for deals — they are a gift to sophisticated fraudsters and stalkers if nobody is deliberately managing risk with intention.

Our role is to close that gap, with clarity, discretion, and structure

We serve as your external risk office, helping families make tough, high-consequence decisions with clear, independent intelligence, and defend against modern threats in ways that align with how they live, work, and move through the world.

We use our integrated
Ten Domains of Risk framework, not siloed, one-off solutions – so a single privacy issue doesn't escalate into a physical, legal, or reputational crisis.

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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.

What We Do

Privacy & Digital Exposure

We show you exactly what the dark web, internet, data brokers, breaches, and public records already reveal about your family and key individuals. Our Digital Vulnerability Assessments (DVAs) reconstruct the kind of dossier a hostile actor could assemble – then translate that into realistic scenarios and a prioritized plan to reduce exposure.

Explore digital privacy

We assess and strengthen security across residences, estates, and family office environments – designing upgrades that preserve lifestyle while reducing exposure. Where needed, we provide residential security teams, low-profile executive protection, secure travel planning, and event security that protects discreetly, without becoming the focus.

Explore physical protection

Cybersecurity & AI Security

We assess how your family and team actually use technology – across devices, networks, smart-home systems, cloud services, and AI tools. Then, we identify where that usage creates exposure and provide a clear, prioritized path to reduce risk.

Explore cyber & AI security
Executive Intelligence, Background Checks & Insider Risk

We conduct investigative due diligence and tiered background checks on staff, managers, co-investors, operating partners, board candidates, and key vendors – ensuring decisions are based on more than trust alone. We also support insider-risk programs and discreet internal investigations when concerns arise.

Explore due diligence

Managed Protection & Risk Leadership

For families that require executive-level protection without building a full in-house team, we provide Family Protection Plans with dedicated Family Chief Security Officer (FCSO) support. One integrated team quietly overseeing physical, digital, privacy, insider, and reputational risk to deliver continuity, coordination, and accountability across all domains.

Explore Family Protection Plans

Privacy Balance Sheets

An old email, a property listing, a school newsletter – harmless alone, dangerous once connected. We show you what an adversary could assemble about your family, how they could use it, and give you a sequenced plan to reduce that exposure.

Explore Privacy Balance Sheets

Why Work With Us

Recognized Leader in Family Office Security

Winner for Cyber Security at the 2026 Family Wealth Report Awards
 

Winner for Security Consulting & Risk Management at the 2025 Family Wealth Report Awards.

Deep Family Office Expertise

We wrote the book on family offices. (Literally: The Family Office: A Comprehensive Guide) We've worked with hundreds of families over the past two decades. We understand the need for speed, operational firefighting, lean staffing, trust-heavy relationships, and informal governance that define most family offices.

Intelligence-Led, Adversary-Focused

We think like an attacker, so you don't have to. Our intelligence analysts map attack vectors using the same frameworks employed by sophisticated actors - then we reverse-engineer defenses specifically for your exposure profile. Every recommendation considers how a motivated adversary would move through your world and exploit your vulnerabilities. We help you reduce the likelihood of incidents and improve response when they occur.

Assessment-led, Strategically Integrated

We begin with diagnosis – mapping risk across all Ten Domains, then design tailored programs that solve the real exposure, not just the visible symptom.

Scalable by Design

Start with a single assessment. Scale into a fully managed Family Protection Plan as needs evolve.

Before you begin

Frequently
asked questions

  • No. We work with private clients and complex families as well as established family offices. An engagement can focus on a principal, a household, selected properties, or a specific concern. The starting point is what needs protecting — not whether you have a particular organizational structure.

  • Family office security extends beyond cybersecurity or personal protection. It can include privacy exposure, residential security, travel, staff and vendor diligence, fraud prevention, and crisis readiness. Presage connects these areas so the family and its advisors can understand how risks interact and where action is most important.

  • Yes. We can work alongside your family office leadership, estate managers, legal advisors, IT provider, and protection team. The purpose is to clarify responsibilities, identify gaps, and coordinate improvements—not replace relationships or arrangements that already work well.

  • A Privacy Balance Sheet is a point-in-time assessment of what exposed information reveals about you and how it could be used. Data-broker removal focuses on suppressing listings. The PBS connects the information, explains the resulting risks, and provides a prioritized mitigation plan. It is not a promise to erase someone from the internet.

  • Yes. You can begin with a privacy assessment, residential security review, cybersecurity assessment, or due-diligence assignment. For families unsure where to start, the self-guided Family Office Risk Readiness Evaluation can help identify topics for discussion. A broader assessment or ongoing protection relationship can follow when appropriate.

  • A Family Chief Security Officer (FCSO) leads and coordinates your family’s security program. The role can include overseeing providers, prioritizing improvements, reviewing emerging concerns, and advising on travel and events. It provides continuing accountability across the agreed scope without requiring your family to build a full in-house security department.

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Let's Talk

Every family's risk profile is unique. Whether you need clarity on a specific concern or are exploring a broader protection strategy, we're ready to support you.

Prefer to write first?

Not ready to talk? Start with our

ASSESS YOUR FAMILY'S RISK PROFILE

Most families don’t realize they’re exposed, until something forces a review.

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Our Family Office Risk Readiness Evaluation is a discreet, self-guided assessment designed to uncover hidden gaps across privacy, cyber, physical, financial, and reputational risk – before they escalate.

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