Chief Financial Officer (Family Office)
Location: Miami, Florida (in-person);
About the Role:
A well-established UNHW family office is seeking an experienced Chief Financial Officer to lead the firm’s financial management, reporting and forecasting functions, domestic and international tax strategy and long-term estate planning.
The CFO will serve as a trusted financial advisor to the principals and provide oversight across a complex portfolio of investments, operating entities, trusts, real estate, and other assets.
This is a highly confidential, hands-on role requiring exceptional judgment, integrity, discretion, and the ability to navigate complex financial matters with clarity and sophistication.
Key Responsibilities:
* Lead the finance and accounting function, including consolidated reporting, budgeting, forecasting, and financial planning.
* Provide the principals with clear, timely financial insight into assets, liabilities, liquidity, cash flow, and investment performance, including quarterly in-person updates.
* Oversee financial reporting and administration across complex investment structures, trusts, partnerships, LLCs, and other entities.
* Manage domestic and international tax compliance and planning, including support for estate planning and wealth-transfer initiatives.
* Provide financial analysis and strategic support for investments, transactions, real estate, and other significant family assets.
* Establish and maintain robust financial controls, governance, risk management, and operating processes.
* Partner closely with the COO, GC, investment managers, financial advisors, attorneys, and other external advisors to support the family’s financial and investment objectives.
* Lead and develop the internal finance team and effectively manage key external service providers.
* Continuously improve financial systems, processes, reporting, and technology infrastructure to enhance efficiency, transparency, and decision-making.
Key Qualifications:
* 8+ years of finance experience, ideally within a family office, investment firm, private equity or venture capital fund, hedge fund, asset management or wealth management organization, financial institution, accounting or advisory firm, corporate finance or in-house financial function, or another similarly sophisticated and complex financial environment.
* Comprehensive expertise across accounting, financial reporting, treasury, tax coordination, financial planning, and internal controls, with a demonstrated ability to oversee these functions strategically and operationally.
* Experience with complex investment structures, private investments, trusts, partnerships and other sophisticated structures.
* Exceptional analytical ability and attention to detail.
* An uncompromising commitment to confidentiality, integrity, and discretion.
