We surveyed 100+ estate managers, family office executives, and private security professionals on how well the world’s wealthiest homes are actually protected. The finding most wouldn't expect: the biggest gap isn’t budget, technology, or the threat landscape.
It’s governance.
The State of Family Office Estate Security report examines the growing gap between the complexity of modern family office operations and the legacy security models many families still rely upon today.
Developed through a research collaboration between Presage Global and Nines, the report draws on insights from more than 100 estate managers, family office executives, chiefs of staff, and residential security professionals responsible for protecting high-net-worth families and estates.
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Key Findings
95%
of family offices place principals among the top three influencers on residential security investment decisions, yet only 31% of those principals prioritize the highest level of security.
The primary barrier to better estate management security is family buy-in, not budget.
47%
47% of Family Offices Have Never Conducted a Proactive Risk Assessment
Nearly half of family offices remain reactive rather than preventive in their approach to estate security and operational resilience. Families that are reactive only have the highest incident rate among the surveyed categories, higher even than families that never assess at all.
Only
7%
of Families Provide Formal Cybersecurity Training to Members Despite AI-Powered Threats Being a Primary Concern
AI-powered attacks are a top emerging concern (65%), yet only 7% of respondents report providing formal cybersecurity training to family members. 62% of respondents received zero formal annual security training.
74%
Insider Threats are Looming and Unaddressed
74% of respondents never refresh background checks after initial hire, and 52% of families don't require NDAs for non-family members accessing property. Checking only some staff is associated with nearly double the incident rate of checking all staff (50% vs. 27%).
Who This Report Is For
This report was developed for:
Family principals
Family office executives
Estate managers
Chiefs of staff
Residential security leaders
Trusted advisors supporting high-net-worth families and family offices
What You Will Learn
Inside the report:
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Why family buy-in, not budget, is the primary barrier to estate security
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The growing impact of AI-enabled threats on family offices and estates
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Where most families remain operationally exposed
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The relationship between governance and risk minimization
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Why training and documentation gaps create disproportionate vulnerability
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The operational characteristics shared by more resilient households
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How family offices can use these findings to proactively secure their estates
DOWNLOAD
THE FULL REPORT
Complete the form below to receive
The State of Family Office Estate Security directly to your inbox.