Chief Financial Officer (Family Office)

Confidential Single Family Office; Florida; On-site; USD 300,000 - 400,000; Full time

Benefits offered by this job

401(k) matching

Medical, dental, vision, life, and ADP

Job summary

Confidential Single Family Office in Florida seeks an experienced Chief Financial Officer to lead accounting, treasury, tax planning, and investment reporting for a diversified wealth portfolio.

Reporting to the CEO, you will oversee approximately 80 entities and 50 trusts, driving strategic financial planning and building a high-caliber finance team in a multigenerational context. Relocation is provided, with base 300k–400k plus a 30% annual bonus, totaling 390k–520k.

Qualifications

• Prior family office experience is required.
• 12+ years of progressive accounting and financial leadership experience.
• Strong understanding of complex trust structures, estate planning, taxation, and multigenerational wealth management.
• Experience overseeing diversified investment portfolios, including alternative investments and private equity.
• Ability to evaluate investment opportunities and collaborate with external professionals.
• Executive presence, sound judgment, discretion, and the ability to build trusted relationships.
• Hands-on leadership style with an entrepreneurial mindset.

Responsibilities

• Oversee accounting, financial reporting, budgeting, forecasting, and internal controls across entities and trusts.
• Monitor investment performance and relationship with investment managers.
• Coordinate tax planning, estate planning, and trust administration with external advisors.
• Oversee treasury, liquidity management, financing strategies, and banking relationships.
• Provide financial oversight across ~80 entities and 50 trusts.
• Collaborate with CEO and family stakeholders on investment decisions and risk management.
• Lead and develop the finance team and pursue systems improvements.
• Support philanthropy reporting and compliance.

Skills

Family office experience

Leadership presence

Executive leadership

Investment oversight

Tax planning

Strategic advisory

Discretion

Job description

Chief Financial Officer (CFO) | Single-Family Office

Location: Florida (Relocation will be provided)

Compensation: $300,000–$400,000 Base + 30% Annual Bonus

Total Cash Compensation: $390,000–$520,000

Schedule: Full-Time | On-Site

The Opportunity

A highly established, multigenerational single-family office located in Florida, overseeing approximately $900M+ in assets, is seeking an experienced Chief Financial Officer.

This is a unique opportunity to join a sophisticated family office with a diversified investment portfolio spanning public equities, private equity, alternative investments, and real estate.

The organization has a long history of successful investments and entrepreneurial ventures, with an increasing focus on evaluating new investment opportunities and strategic acquisitions.

Reporting directly to the CEO, the CFO will serve as a key financial leader and trusted advisor, overseeing financial operations, investment reporting, tax and estate planning coordination, treasury, and long-term wealth preservation strategies.

The ideal candidate will bring deep family office experience, strong technical accounting and tax knowledge, investment acumen, and the ability to navigate complex multigenerational wealth structures.

Key Responsibilities

• Family Office Financial Leadership: Oversee accounting, financial reporting, budgeting, forecasting, and internal controls across a complex portfolio of entities and trusts.
• Investment Oversight: Monitor investment performance, manage relationships with investment managers, and participate in evaluating private equity, alternative investments, and new business opportunities.
• Tax & Estate Planning: Partner with external tax advisors, estate planning attorneys, and trustees to coordinate tax-efficient wealth preservation, estate planning, and trust administration strategies.
• Treasury & Liquidity Management: Oversee cash flow, liquidity planning, capital requirements, banking relationships, and financing strategies.
• Entity & Trust Management: Provide financial oversight across approximately 80 legal entities and 50 trusts, including complex multigenerational structures.
• Strategic Advisory: Work closely with the CEO and family stakeholders on investment decisions, financial planning, risk management, and special projects.
• Team Leadership: Lead and develop the accounting and finance function while identifying opportunities to improve systems, reporting, and operational efficiencies.
• Philanthropic Oversight: Support financial reporting, tax planning, and compliance associated with charitable foundations and philanthropic initiatives.

Qualifications

• Prior family office experience is required. Candidates may qualify through direct family office employment, a public accounting firm's family office
• 12+ years of progressive accounting and financial leadership experience, ideally within complex family office or private wealth environments.
• Strong understanding of complex trust structures, estate planning, individual and entity taxation, and multigenerational wealth management.
• Experience overseeing diversified investment portfolios, including alternative investments and private equity.
• Ability to evaluate investment opportunities and collaborate with investment advisors, attorneys, and other external professionals.
• Strong executive presence, sound judgment, discretion, and the ability to develop trusted relationships with family members and senior leadership.
• Hands-on leadership style with an entrepreneurial mindset and a genuine interest in continuous improvement.
• Annual Bonus: 30%
• Total Target Cash Compensation: $390,000–$520,000
• 401(k) with employer match
• Comprehensive medical, dental, vision, life, and disability coverage
• Traditional 9 AM–5 PM schedule with additional summer flexibility

Why Consider This Opportunity?

This is an opportunity to join a financially sophisticated, well-established family office with a collaborative, long-tenured team and an entrepreneurial investment philosophy.

The position offers direct access to senior decision-makers, meaningful involvement in investment strategy, and the ability to make a lasting impact on the financial stewardship of multigenerational wealth.

Confidentiality is paramount. All candidate inquiries and conversations will be handled with the highest level of discretion.