Chief Financial Officer (Family Office)

Job Overview

Reporting directly to the CEO and maintaining frequent interaction with the Principal, this role leads the consolidated financial activities of a multi-entity family office. The CFO manages a dedicated leadership team comprising the Senior Controller, Director of Philanthropic Operations, Tax Director, Estates Manager, and Fund Controller.

Key Responsibilities

• Provide ownership and oversight of the consolidated financial standing across various entities.
• Manage liquidity and capital allocation related to investments, distributions, tax obligations, and charitable grants.
• Develop and oversee tax planning and strategies.
• Ensure compliance of the private foundation in coordination with the Tax Director and Director of Philanthropic Operations.
• Maintain rigorous control systems concerning disbursements, treasury functions, and banking operations.
• Supervise investment-related functions such as capital calls, fund administration, and performance monitoring.
• Manage relationships with external consultants, including auditors, bankers, and fund administrators.
• Oversee personal asset management including real estate, aircraft, vehicles, appointments of vendors, and monitoring recurring expenditures through coordination with the Estates Manager.

Required Qualifications

• More than 10 years of experience in finance and operational leadership, ideally within a family office, foundation, or asset management environment.
• Ability to lead through senior ownership while engaging hands-on as necessary.
• Extensive expertise in managing multi-entity finances, consolidated financial reporting, liquidity planning, and internal controls.
• In-depth knowledge of partnership and investment entity structures, capital call processes, and fund administrative duties.
• Highest standards of discretion, integrity, and reliability.

Preferred Attributes

• Certified Public Accountant (CPA) credential and prior experience with a Big Four accounting firm.
• Background in 501(c)(3) private foundation management and related tax matters.
• Experience working in a single-family office setup or managing finances in a high-net-worth, multi-entity environment.