Family Office Risk Management with Edward V Marshall

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The Defuse Podcast – Family Office Risk Management with Edward V Marshall
From December 2023 to January 2024, Dentons, led by Edward Marshall, surveyed over 200 family office respondents from 33 countries worldwide, comparing the findings to the earlier research published in 2020. This survey went further than before by examining various types of family offices based on region, net worth, organisation, and maturity.
Participants included family members, C-suite executives, investment professionals, and other family office staff, providing a comprehensive overview of how family offices manage risk in their operations and investments.
This podcast discussed the findings of that survey with Edward. We delve deeper into the reasons behind the findings, how the identified gaps and vulnerabilities can be mitigated, and the challenges that Family Offices experience when seeking security providers.
Download the Dentons report here:
https://www.dentons.com/en/services-and-solutions/the-evolving-risk-landscape-for-family-offices-a-dentons-survey-report
Edward’s Bio:
Edward V. Marshall is the Global Head of the Dentons Family Office and High Net
Worth (DFO) sector. 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 worldwide. He is also a risk and threat management specialist, working with families to reduce their cyber, physical, financial, operational, and reputational risk profiles.
DFO is a global cross-practice group that services the firm’s clients, who are family
businesses, investors, family offices, or high-net-worth individuals. The team works closely with families considering a family office, families with an existing family office, and advisors to families. The group curates a program of insights, advice, and connections to advise the firm’s clients and relationships across the globe.
Before joining Dentons, Edward held leading family office roles at Credit Suisse, Citibank, and Boston Private (now Silicon Valley Bank). He joined Credit Suisse from Booz Allen Hamilton, where he was an engagement manager in their Organization and Strategy practice.
Edward is a core member and senior advisor to the UHNW Institute. This think tank
organisation supports family offices and UHNW individuals by promoting best practices, professional development, and positive change in the family office and family wealth field. Edward is a board member at the Defense Intelligence Memorial Foundation (DIMF), a non-profit focused on providing full scholarships to the families of Defense Intelligence officers killed in the line of duty. He is also an advisory board member for Americas Warrior Partnership (AWP), a non-profit based in Detroit that focuses on reducing veteran suicide.
Before AWP, Edward was a board member and treasurer at Nonprofit Enterprise at Work (NEW), a capacity-building non-profit in Detroit focused on improving the impact and performance of fellow nonprofit organisations.
Edward earned his MBA from New York University’s Leonard N. Stern School of Business and a BS in human biology from Michigan State University. He is also a guest lecturer on family office and wealth management at New York University’s Stern School of Business.
https://www.linkedin.com/in/edward-v-marshall/

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1. Family Office Risk Management with Edward V Marshall (00:00:00)

2. Risk Management in Family Offices (00:00:01)

3. Comprehensive Approach to Family Office Risk (00:09:56)

4. Navigating Risk and Security Challenges (00:15:55)

5. Insider Threat and Staff Turnover (00:23:09)

6. Monitoring Employee Behavior in Family Offices (00:30:28)

7. Geopolitical Risk in Family Offices (00:45:18)

8. Valuable Risk Report for Families (00:53:55)