top of page

About

Edward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm. Presage is a trusted partner to c-suites and boards, family offices, and investors. Edward is a family office insider and a renowned family office researcher, advisor, and author. He is regarded as a thought leader in the family office space, distinguished by his service to complex families around the world. He is also a risk and threat management specialist, working with families to reduce their cyber, physical, financial, operational, and reputational risk profiles.

 

Edward is a member of the Advisory Board and co-heads the Family Office Initiative at the UHNW Institute, a think tank organized to support family offices and UHNW individuals by promoting best practices, professional development, and positive change in the family office and family wealth field. He co-authored the book, The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students.

 

Prior to founding Presage Global, Edward held leading family office roles at Credit Suisse, Citibank, and Boston Private. He joined Credit Suisse from Booz Allen Hamilton and previously was a research assistant at The Kennan Institute and lectured as an Adjunct Professor at the Henley-Putnam School of Strategic Security. Edward began his career in the public sector, working for the federal government in the United States and abroad.

Edward serves as the Senior Advisor to the President of The Kyiv School of Economics in Ukraine and founded "After Service," a Ukrainian NGO focused on reducing veteran suicide and supporting Ukrainian veterans in civilian life. He is a board member at the Defense Intelligence Memorial Foundation (DIMF), providing full scholarships to the families of Defense Intelligence officers killed in the line of duty, and an advisory board member for Americas Warrior Partnership (AWP), a nonprofit focused on reducing veteran suicide. Edward previously served as a board member and treasurer at Nonprofit Enterprise at Work (NEW), an organization in Detroit focused on improving the impact and performance of nonprofit organizations. 

 

He earned his MBA from New York University’s Leonard N. Stern School of Business and a BS iin Human Biology from Michigan State University. Edward resides in the New York City area.

Security

Edward V. Marshall

Global Head of Family Office and High Net Worth

EVM_1.png

Edward V. Marshall

Global Head of Family Office and High Net Worth

daria_90770_Recognition_on_technological_background._panoramic__a7699d70-5286-443a-8223-bb

Recognition

Presage Global won the

"Security Consulting & Risk Management" category at the 12th Annual Family Wealth Report Awards
2025

Family Wealth Report 

Outstanding Contribution to Wealth Management Thought Leadership
2022 and 2024

Family Wealth Report

Shortlisted, 2024
Private Asset Management Award,
"Best Family Office Service Provider - New Innovations" 

With Intelligence

Legal Team of the Year Award
2022-2023

Family Wealth Report

2023 Leading Individual
(Service Product Provider) –
Edward Marshall

Family Wealth Report

Recognized as 1 of 7 family office experts globally in Family Capital’s elite “100 Influencers” list,

January 12, 2023

2023 Private Asset Management Award,
“Best Family Office Service Provider –
New Innovations” 

With Intelligence

Shortlisted, Family Wealth
Report Awards 2023,
"Wealth Planning"

Shortlisted, Family Wealth Report Awards 2023, "Outstanding Contribution to Wealth Management Thought Leadership (Company)"

Shortlisted, Family Wealth Report Awards 2023, "Outstanding Contribution to Wealth Management Thought Leadership (Individual)"

In the Media

daria_90770_Security_panning_shot__panning_photography_Abstract_f90f826f-0c89-4164-8895-55

Featured

Books

Co-author, "The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students," 
Columbia University Press, August 2021 

(Family offices, please click here for a free copy of the book)

Book.png
daria_90770_Security_panning_shot__panning_photography_Abstract_f90f826f-0c89-4164-8895-55

Activities and Affiliations

Presage.png

Founder and CEO
 

UHNW.png

Advisory Board Member
 

Dentons.png

Global Head of Family Office
and High Net Worth

AWP.png

Advisory Board Member
 

FWR.png

Member, Global Editorial Board
 

PS.png

Founder of the Foundation
"After Service"

KSE.png

Senior Advisor
Kyiv School of Economics

bottom of page