New Insights from Presage Global and Nines on Family Office Estate Security Challenges
On June 11, 2026, Presage Global and Nines unveiled a groundbreaking report entitled "The State of Family Office Estate Security" based on a survey involving over 100 estate managers and family office leaders. This first-of-its-kind research sheds light on current practices in residential security, operational resilience, and estate risk governance prevalent among high-net-worth families.
The report reveals a significant gap between advanced family office operations and the maturity level of residential security practices, especially among ultra-high-net-worth families. Many of these families have grown beyond traditional security models that inadequately address modern challenges, including interlinked operational and digital threats.
According to the survey, several critical factors influence the effectiveness of estate security:
1. Governance Constraints: Surprisingly, the number one barrier to enhanced security is family resistance, cited by 49% of respondents, overshadowing budget constraints (28%). This suggests that despite having access to generous budgets and technology, the governance structure remains the primary obstacle in executing effective security measures.
2. Fragmentation Issues: Households employing fragmented security strategies reported a staggering 62% rate of financial loss incidents compared to just 25% for those with integrated teams. This reinforces the importance of a cohesive approach to security management within family offices.
3. Disparities by Wealth Levels: Interestingly, families with net worth exceeding $1 billion reported a financial loss incident rate of 51%, contrasting starkly with the 32% rate for families valued under $100 million.
4. Emerging AI Threats: A notable 65% of participants identified AI-driven attacks, such as synthetic voice fraud and deepfakes, as critical concerns. However, less than 10% provide formal cybersecurity training to family members, indicating a significant gap in preparedness. Many respondents have not updated background checks (74%) or received annual security training (62%), reflecting a pressing need for ongoing education in estate security.
Edward V. Marshall, the CEO and Founder of Presage Global, commented, "The resources and tools for effective estate security are often already in place. However, the real hurdles stem from governance and lack of formal procedures to integrate these resources into coherent security measures." Correspondingly, Jacco de Bruijn, Co-Founder and CEO of Nines, stated, "Families often take a reactive approach to security, which mirrors their overall home management. Our goal with this report is to empower families with insights to be proactive rather than waiting for incidents to occur."
In addition to these findings, the report highlights growing concerns about AI-enabled threats. Instances of social engineering targeting families, household staff, and advisors have become increasingly sophisticated, raising alarms among estate managers.
The comprehensive report, which serves as a vital resource, is now accessible at Presage Global's official website. It aims to provide families and their advisors with the necessary frameworks and insights to approach estate security more strategically.
Presage Global is renowned as a top security and risk management firm dedicated to supporting family offices, business owners, and high-net-worth individuals. Their expertise lies in uncovering hidden vulnerabilities and designing integrated protection strategies across multiple risk domains.
Nines, the other collaborator, is a leading estate management platform used by high-net-worth families and their managing teams. With a robust focus on security, Nines centralizes management operations to bolster efficiency and risk governance for families.
This report is an essential read for professionals engaged in family office management and underscores the urgent need for enhanced security protocols in a rapidly evolving digital landscape.
The report reveals a significant gap between advanced family office operations and the maturity level of residential security practices, especially among ultra-high-net-worth families. Many of these families have grown beyond traditional security models that inadequately address modern challenges, including interlinked operational and digital threats.
Key Findings
According to the survey, several critical factors influence the effectiveness of estate security:
1. Governance Constraints: Surprisingly, the number one barrier to enhanced security is family resistance, cited by 49% of respondents, overshadowing budget constraints (28%). This suggests that despite having access to generous budgets and technology, the governance structure remains the primary obstacle in executing effective security measures.
2. Fragmentation Issues: Households employing fragmented security strategies reported a staggering 62% rate of financial loss incidents compared to just 25% for those with integrated teams. This reinforces the importance of a cohesive approach to security management within family offices.
3. Disparities by Wealth Levels: Interestingly, families with net worth exceeding $1 billion reported a financial loss incident rate of 51%, contrasting starkly with the 32% rate for families valued under $100 million.
4. Emerging AI Threats: A notable 65% of participants identified AI-driven attacks, such as synthetic voice fraud and deepfakes, as critical concerns. However, less than 10% provide formal cybersecurity training to family members, indicating a significant gap in preparedness. Many respondents have not updated background checks (74%) or received annual security training (62%), reflecting a pressing need for ongoing education in estate security.
Edward V. Marshall, the CEO and Founder of Presage Global, commented, "The resources and tools for effective estate security are often already in place. However, the real hurdles stem from governance and lack of formal procedures to integrate these resources into coherent security measures." Correspondingly, Jacco de Bruijn, Co-Founder and CEO of Nines, stated, "Families often take a reactive approach to security, which mirrors their overall home management. Our goal with this report is to empower families with insights to be proactive rather than waiting for incidents to occur."
In addition to these findings, the report highlights growing concerns about AI-enabled threats. Instances of social engineering targeting families, household staff, and advisors have become increasingly sophisticated, raising alarms among estate managers.
The comprehensive report, which serves as a vital resource, is now accessible at Presage Global's official website. It aims to provide families and their advisors with the necessary frameworks and insights to approach estate security more strategically.
About the Collaborators
Presage Global is renowned as a top security and risk management firm dedicated to supporting family offices, business owners, and high-net-worth individuals. Their expertise lies in uncovering hidden vulnerabilities and designing integrated protection strategies across multiple risk domains.
Nines, the other collaborator, is a leading estate management platform used by high-net-worth families and their managing teams. With a robust focus on security, Nines centralizes management operations to bolster efficiency and risk governance for families.
This report is an essential read for professionals engaged in family office management and underscores the urgent need for enhanced security protocols in a rapidly evolving digital landscape.
Topics Financial Services & Investing）
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