Chief Financial Officer; Family Office

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

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.

• 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.

• 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

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.