Family Wealth Report Family Office Cybersecurity Forum 2025

Chris Wake is the Founder of Atypical, an early stage venture fund investing in plausible science fiction. He brings two decades of experience as an operator to his investing, including work on both hardware and software in the fields of aerospace, AI, and cybersecurity. Chris was a co-author on Commercial Space Systems Security Guidelines, and he has advised and invested in a number of foundational security and AI ventures. For instance, he has invested in AI infrastructure, supercomputing, AI semiconductors, xIOT security, continuous authentication, trust infrastructure for payments, and search rebuilt for AI. Two noteworthy investments for the Summit audience include: BKLN and Norm, each of which serve major asset managers.

As a solutions-oriented insurance professional, Imani brings a strong background in enterprise risk management, client service and relationship management. Additionally, she has diverse industry knowledge in verticals like Real Estate, Construction, Healthcare, Fine Arts and more.

Recognized for crafting and executing an efficient client engagement strategy, Imani has become known for her collaborative leadership style. She is also known for her expertise in insurance program evaluation, marketing, design, claims handling and overall risk management for Cyber and Professional Liability lines of insurance.

Imani possesses the skillset to effectively inform, build trust, and produce results for clients. She has earned a reputation for being a strategic leader and staunch client advocate. In addition, she has a proactive mindset capable of navigating the difficulties that come with a fluctuating cyber and professional insurance marketplace. Evidence of her passion and focused pursuit of excellence is exemplified by her acumen in cybersecurity as a Certified Information System Security Professional (CISSP).

Imani is a Brooklynite that enjoys working out and woodshop in her spare time.

Kate Norris is a recognized industry expert, having served hundreds of family offices and wealth advisory firms for over 25 years working on the broker, carrier, wealth advisory and consultancy sides. Kate founded Atténuer Risk in 2021 and serves her clients as a fee-only risk and resiliency consultant. Kate maintains her insurance licensing and graduated from the University of Kansas. She serves on the Advisory Board of the Council for Insuring Private Clients & High Net-Worth Individuals and is a faculty member for the National Alliance–CPRM designation.

William J. Roberts is a nationally-recognized data privacy and cybersecurity advisor to businesses, nonprofit organizations, government entities, and families worldwide. He is a Partner at the firm, co-chair of the firm's data privacy and cybersecurity practice, and an Adjunct Professor of data privacy law at the University of Connecticut School of Law. He has received numerous accolades for this work advising family offices across the country on data privacy and cybersecurity matters.

Tristan Flannery joined Presage Global in 2023, drawing on his wide-ranging 25-year career across military, government, nonprofit, and corporate sectors. He has a history of working with well-known international brands, consulting top executives and startup leaders, as well as
managing the security needs of Family Offices. Prior to Presage Global, Tristan's career was marked by his involvement in physical security, protecting executives, and consulting on risk management to improve the international operations of large companies. He worked with Fortune 500 firms in healthcare, energy, aerospace, and tech, showcasing his ability to adapt to various industry demands.

After honorably serving as an Army Ranger, Tristan worked in protective operations related to the Global War on Terror, spending more than ten years on overseas assignments in Iraq and Afghanistan. There, he focused on ensuring the safety of diplomats and intelligence agents, forming partnerships, and navigating cultural and regional security challenges.
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In the business world, Tristan managed critical projects both in the US and abroad, such as the Dakota Access Pipeline and Cameroon's Deep-water Port of Kribi. He played a key role in incorporating data analytics into security strategies for a Fortune 10 client and developing
emergency plans, especially for space sector clients, at Spaceport America.

At Presage Global, he crafts bespoke risk management solutions, creating strategies that specifically address each client's needs. He has an Intelligence Studies degree from American Military University and an MBA from the University of Chicago's Booth School of Business.
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Outside of work, Tristan is involved with charitable organizations like the Three Rangers Foundation and Operation Palyanytsya. He lives in Austin, Texas, with his family and is a passionate Brazilian Jiu-Jitsu practitioner.

Paul is a versatile business leader and entrepreneur with 25 years of FinTech industry experience. He leads PwC’s Wealth Compass managed service, addressing the technology and reporting needs of family offices and ultra-high-net-worth individuals. Paul was a founding Partner of Archway Technology, a premier SaaS company serving the private wealth industry. Paul and his partners grew Archway by successfully implementing technology at hundreds of family offices. Paul started, lead and grew Archway Finance and Operations (“AFO”), using Archway’s best-in-class technology to aggregate marketable and alternative assets, and providing partnership administration for family investment pools and  fund administration to hedge funds and private equity funds. Paul served as President of SEI Archway. At SEI, he fulfilled post-acquisition responsibilities with primary mandates focused on business development, marketing and servicing the alternative investment, banking, single and multi-family office market verticals. Paul received his MBA from Indiana University and is a Certified Public Accountant.

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 leading family office researcher, advisor, and author.  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 also 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 Dentons, 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.

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

Karen leads the WTW’s Financial Services Industry Group for North America. She advises firms on a broad range of strategic, human capital and operational issues, including: target operating model design, governance, performance and cost management, risk and compliance management, strategic workforce planning, and incentive program design and implementation. Before WTW, Karen worked at Deloitte and AON on human capital optimization.

Dale Buckner is the CEO and President of Global Guardian, LLC. He has been leading Global Guardian since its inception in March 2012 and is directly responsible for the day-to-day operations and its growth. He is a decorated Combat-Commander with multiple combat tours and classified operations in Iraq, Afghanistan, Colombia, Haiti and Cuba and executed deployments to Russia, El Salvador, Honduras, Chile, Panama, Kuwait, and Qatar. Dale served in the United States Army Infantry (9 years), Military Intelligence (2 years), and Special Forces Green Berets (13 years). He commanded 5 organizations including an Infantry Reconnaissance Platoon, Special Forces Scuba Team, Special Force Counter-Terrorism Team, a Special Forces Counter-Terrorism Task Force, and a Special Troops Battalion. Dale has Bachelor’s Degrees in Criminal Justice and Business, Master’s Degrees in Public Administration and Business Administration, a Masters Certificate in Strategic Leadership from Cornell and was a Senior Fellow at the Tufts University School of Law and Diplomacy. Dale earned a total of 27 awards and decorations highlighted by his combat Bronze Star Medal and Defense Meritorious Service Medal. He is a thought leader in the industry with recent features in CNN, Politico, NPR, The Hill, Bloomberg, Forbes, and other major media outlets.

Ileana van der Linde is an Executive Director and a member of the J.P. Morgan Private Advisory leadership team, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals. As Head of Cyber Advisory, Ileana educates clients and employees globally on how to better protect themselves, their families and their businesses from increasing cybersecurity threats. Ileana and her team develop timely cybersecurity educational materials on various topics to help address the needs of wealthy individuals, family offices, businesses and other centers of influence so that they are better prepared to deal with the reality of cyber threats. She works closely with her colleagues in cyber, payments, fraud prevention, ai and technology to
understand the latest threats, and the solutions to mitigate them. Ileana came to J.P. Morgan with extensive experience in wealth management and technology, having worked on numerous cyber and technology initiatives that
impacted high-net-worth and ultra-high-net-worth clients and their advisors. Throughout her career of 20+ years, Ileana has always sought to make technology solutions easier to understand for a lay person. Ileana previously worked at Morgan Stanley and Citigroup Private Bank. Prior to her career in financial services, Ileana worked at Hewlett-Packard in Europe. Ileana has a bachelor’s degree from Georgetown University, an M.B.A. from
Columbia Business School, and a master’s degree in Cybersecurity from Fordham University, a DoD Center of Excellence. At JPMorgan, Ileana is a Co-Chair of the AWM Women on the Move (WOTM) organization. Ileana is also on Tulane University’s Cyber Program Advisory Board, and a Board member for a foundation promoting children’s water safety.