Chief Executive Officer, Single Family Office

EXCEED has been exclusively retained by a confidential, internationally active single-family office in Geneva to appoint its Chief Executive Officer. The CEO leads strategy, governance and operations for a multigenerational family's diversified international portfolio, operating businesses, real estate, philanthropy and selected personal affairs, working with the family principals, Family Council and CIO. Requires 15+ years including senior leadership in an SFO, MFO or comparable private wealth setting;
English essential, French strongly preferred;
Swiss regulatory knowledge preferred. Applications close 30 November 2026.

EXCEED has been exclusively retained by a confidential, internationally active single-family office in Geneva to appoint its Chief Executive Officer.

The family office oversees the financial, corporate and personal interests of a multigenerational family, including a diversified international investment portfolio, private operating businesses, real estate assets, philanthropic activities and selected personal affairs.

The CEO will hold overall responsibility for the leadership, governance and continued professionalisation of the family office. Working closely with the family principals and Family Council, the successful candidate will translate the family's long-term objectives into a clear strategy, while ensuring disciplined execution across investments, finance, legal affairs, risk, succession planning and family services.

This is a position of considerable trust and responsibility. It requires an experienced family office executive who combines strong financial and commercial judgement with discretion, diplomacy and a deep understanding of the dynamics surrounding multigenerational wealth.

• - Lead the family office and assume overall responsibility for its strategy, operations, governance and performance
• - Act as the principal strategic adviser to the family, providing objective and well-considered guidance on financial, corporate and family matters
• - Translate the family's vision, values and long-term objectives into a structured family office strategy
• - Establish clear decision-making processes between the family principals, Family Council, Investment Committee and executive team
• - Oversee the family's global investment portfolio across public markets, private equity, venture capital, real estate, direct investments and alternative assets
• - Work with the Chief Investment Officer and external advisers to define asset allocation, risk parameters and performance objectives
• - Review significant investment opportunities and present clear recommendations to the family and Investment Committee
• - Oversee consolidated financial reporting, treasury, liquidity planning, budgeting and cash-flow management
• - Maintain a comprehensive view of the family's assets, liabilities, operating companies and financial commitments
• - Coordinate legal, tax, fiduciary and estate-planning advisers across multiple jurisdictions
• - Support succession planning, intergenerational wealth transfer and the continued development of family governance
• - Oversee trusts, foundations, holding companies and other family-owned structures in conjunction with specialist advisers
• - Supervise the administration and governance of the family's philanthropic activities
• - Lead, develop and retain a high-calibre internal team across investments, finance, legal, administration and family services
• - Select and manage external banks, asset managers, law firms, trustees, tax advisers and other professional partners
• - Negotiate commercial terms with external providers and ensure appropriate oversight of fees, performance and service quality
• - Establish robust internal controls, compliance procedures,…