What Presage Global does

Presage Global is a privately-held, intelligence-led risk management advisory firm headquartered in Georgetown, Texas, with operational offices in New York, Washington DC, San Francisco, Austin, Palm Beach, Dubai, São Paulo, and Kyiv. The firm serves ultra-high-net-worth families and family offices, business owners and executive teams, and investors and financial institutions through seven core service lines: Privacy & Digital Exposure, Physical Security & Executive Protection, Cybersecurity & AI Security, Strategic Intelligence & Geopolitical Risk, Due Diligence & Investigations, Managed Protection & Risk Leadership, and Corporate and Security Training. Services are organized around the proprietary Ten Domains of Risk framework, which integrates privacy, technological, physical, financial, operational, legal, reputational, political, strategic, and health risk domains into a single diagnostic and advisory method.

The technology stack is methodology- and assessment-driven rather than software-product-driven. Key proprietary assets include the Ten Domains of Risk framework, Digital Vulnerability Assessments (DVA) that typically surface 100+ exposed data points per person, a Family Office Risk Readiness Evaluation self-assessment tool, and two intelligence newsletter products (Risk Nodus Pulse and This Week In Ukraine). The firm has no public API, SDK, or software platform, and delivers outcomes through direct human engagement, assessments, and advisory engagements. The June 2026 research report The State of Family Office Estate Security, co-developed with Nines, codifies proprietary benchmark data from 100+ estate managers.

Revenue is generated through three streams: project-based and ongoing Risk Management Advisory Services (professional services), Advanced Security Training Programs (workshops, courses, AI security training), and Managed Protection Services (Fractional CSO/FCSO, Family Protection Plans, Enterprise Managed Security Services). Pricing is quote-based with no public tiers, and the go-to-market is exclusively enterprise field sales built around segmented discovery calls (family offices, business owners, financial institutions) and direct contact. Marketing relies on thought-leadership content, two weekly newsletters reaching 1,000+ family office leaders, and earned media in Bloomberg, Forbes, CNBC, WSJ, and the New York Times.

Name

Presage Global

Legal name

Presage Global LLC

Website

https://www.presageglobal.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Presage Global is a privately-held, intelligence-led risk management advisory firm serving ultra-high-net-worth families, executives, and investors across seven integrated service lines built on its proprietary Ten Domains of Risk framework.

Ownership category

akta.pro rank

Product category

Security Consulting & Risk Management

NAICS

Investigation and Personal Background Check Services (561611)

SIC

Services-Management Services (8741)

akta.pro primary industry

Identity & Access Security Services (IAM, PAM, Zero Trust) (BPAKAHAI)

Keywords

• Family office security
• Risk management advisory
• Executive protection services
• Cybersecurity consulting
• Due diligence investigations

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Risk Management Advisory Services: Ongoing strategic advisory partnerships providing intelligence-led security consulting across privacy, cyber, physical, financial, and reputational risk domains. Engagements range from single diagnostics to fully managed risk office services.
2. Training Programs: Advanced security training for families, executives, and protection professionals including AI Security Training, Surveillance Detection, Executive Protection workshops, and custom corporate programs. Delivered as workshops and courses.
3. Managed Protection Services: Ongoing managed services including Fractional CSO/FCSO support, Family Protection Plans, and Enterprise Managed Security Services (EMSS) providing continuous oversight without multiple vendor complexity.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Presage Global is an intelligence-led security and risk management advisory firm that provides integrated protective services across privacy, cybersecurity, physical security, strategic intelligence, due diligence, and managed protection for family offices, business owners, and investors. Services are delivered through direct human advisory engagements, assessments, and training programs underpinned by the proprietary Ten Domains of Risk Framework.

Product overview

Presage Global is a security consulting and risk management advisory firm that offers an integrated suite of services rather than a single software product. The core offering is intelligence-led protective security advisory across seven primary service lines: Privacy & Digital Exposure, Physical Security & Executive Protection, Cybersecurity & AI Security, Strategic Intelligence & Geopolitical Risk, Due Diligence & Investigations, Managed Protection & Risk Leadership, and Corporate and Security Training. These services are supported by proprietary methodologies including the Ten Domains of Risk Framework and assessment products such as Digital Vulnerability Assessments (DVA) and the Family Office Risk Readiness Evaluation. The firm also produces intelligence products including the Risk Nodus Pulse weekly newsletter and This Week In Ukraine newsletter. Services are delivered through direct client engagements, assessments, and advisory partnerships rather than through a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Privacy & Digital Exposure Digital vulnerability assessments that reconstruct adversary-built profiles showing exposed data points, breached credentials, home addresses, family connections, and lifestyle/travel patterns. Includes data broker removal and dark web monitoring. Designed for UHNW families, business owners, and investors.
• Physical Security & Executive Protection Physical security assessments for residences, offices, and critical infrastructure; residential security team programs; low-profile and traditional executive protection; technical surveillance countermeasures (TSCM/bug sweeps); secure travel planning; and event security. For principals, families, and executives.
• Cybersecurity & AI Security Evaluates organizational technology usage across devices, networks, cloud platforms, collaboration tools, and AI to identify real exposure. Includes cybersecurity assessments, breach response, AI security assessments, network/infrastructure reviews, and vendor third-party cyber risk assessments.
• Strategic Intelligence & Geopolitical Risk Intelligence-informed advisory covering geopolitical risk assessments, market entry intelligence, competitive intelligence, political/regulatory environment analysis, and country/regional risk briefings. For investors, business owners, and family offices operating across geographies.
• Due Diligence & Investigations Investigative due diligence and tiered background checks on individuals, companies, and transactions. Includes executive/board candidate screening, vendor investigations, internal investigations, insider threat program design, and asset tracking/recovery support.
• Managed Protection & Risk Leadership Fractional CSO/FCSO support, Family Protection Plans, and Enterprise Managed Security Services (EMSS) providing unified oversight across all risk domains without multiple vendors. For family offices, businesses, and investors.
• Corporate and Security Training Advanced security training programs including AI Security Training for Family Offices, Advanced Surveillance & Surveillance Detection Training, Executive Protection Training workshops, and custom training programs for organizations and family offices.
• Family Office Risk Readiness Evaluation Self-guided assessment designed to uncover hidden gaps across privacy, cyber, physical, financial, and reputational risk before they escalate. For UHNW families and family offices.

Quantifiable outcome

• Fragmented security teams report 62% financial-loss incident rate versus 25% for integrated teams
• +3 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• NinescoreStrategic or Co-development Partner · 11 June 2026Joint research partnership with Nines, a household management platform, to produce 'The State of Family Office Estate Security' - a first-of-its-kind survey of 100+ estate managers and family office leaders on residential security practices. Research revealed key findings on AI-powered attacks, fragmented security teams, and family resistance as top barrier to improved security.
• UHNW InstitutecoreStrategic or Co-development PartnerEdward V. Marshall serves on the Advisory Board and co-heads the Family Office Initiative at the UHNW Institute, a think tank promoting best practices in family offices. Presage Global served as educational partner for the 2025 UHNW Institute Symposium.
• After ServiceminorOthersUkrainian NGO focused on reducing veteran suicide and supporting Ukrainian veterans in civilian life. Founded by Edward V. Marshall, demonstrating founder's personal commitment to Ukraine beyond business interests.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Concentric Advisors: Concentric Advisors is one of the closest direct peers, providing integrated security, intelligence, and resilience services specifically tailored to ultra-high-net-worth families, family offices, and their advisors. Both firms compete for the same discretionary risk management mandates from HNW principals and emphasize cross-domain integration over single-vendor security delivery.
• BlackCloak: BlackCloak delivers digital executive protection, online privacy, and cybersecurity services specifically to executives, high-net-worth individuals, and family offices. It directly competes with Presage Global's Privacy & Digital Exposure and Cybersecurity & AI Security service lines using a SaaS-plus-concierge model targeting the same principal buyer.
• Ontic: Ontic provides a protective intelligence platform and concierge services for executive protection, threat assessment, and incident management to corporations, security teams, and HNW clients. It overlaps with Presage Global's Strategic Intelligence, Executive Protection, and Due Diligence offerings through both software and advisory delivery.
• Nisos: Nisos is an intelligence-led cybersecurity and risk advisory firm that provides due diligence, insider threat, and digital risk investigations to enterprises and high-net-worth individuals. Its adversary-focused methodology and managed intelligence services directly compete with Presage Global's Due Diligence & Investigations and cross-domain advisory work.
• Global Guardian: Global Guardian provides executive protection, travel security, cyber threat intelligence, and duty-of-care services to corporate executives, high-net-worth families, and family offices. It is a direct peer across Presage Global's Executive Protection, Cybersecurity, and Strategic Intelligence service lines, particularly for U.S. and international HNW clients.

Broad incumbents

• Kroll: Kroll is a global risk consulting firm offering investigations, due diligence, cybersecurity, and physical security services to corporations, financial institutions, and high-net-worth clients. It is a broader incumbent that competes with Presage Global across Due Diligence, Cybersecurity, and Executive Protection but as part of a wider portfolio rather than specializing in the family office niche.
• Control Risks: Control Risks is a global risk consultancy providing political risk, security, investigations, and crisis management services to multinational corporations and high-net-worth clients. It overlaps with Presage Global's Strategic Intelligence & Geopolitical Risk and Executive Protection practices but serves a much broader enterprise and government client base.
• Pinkerton: Pinkerton is a long-established corporate security and investigations firm offering executive protection, due diligence, and security consulting to corporations and affluent individuals. As a broad incumbent, it competes with Presage Global's investigations and executive protection lines but lacks the family office specialization that defines Presage's go-to-market.
• Crisis24 (GardaWorld): Crisis24, a GardaWorld company, provides integrated risk management, crisis response, executive protection, and travel risk services globally. It competes with Presage Global's Managed Protection and Strategic Intelligence offerings for high-net-worth and corporate clients, but as part of a much larger physical security conglomerate.
• International SOS: International SOS is a global medical and security assistance firm serving multinational corporations, governments, and high-net-worth travelers with travel risk intelligence, evacuation, and security advisory. It competes with Presage Global's secure travel planning and country/regional risk briefings but at much larger scale and with a stronger travel-risk focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/PresageGlobal
• LinkedInlinkedin.com/company/presage-global
• Facebookfacebook.com/presageglobal

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Presage Global