Head of Finance

MHW Search has exclusively partnered with a well-established Real Estate Investment & Development firm. We are seeking a Head of Finance to oversee the full financial ecosystem of a private family office alongside its affiliated real estate investment platform that has transacted on over $8 billion historically in real estate investments and development. This individual will serve as a key partner to the principals, managing both investment-related financial activities and personal/family financial affairs in a highly integrated environment.

This role requires a trusted operator who can navigate complex entity structures, optimize tax strategy, and bring structure and visibility to a broad range of financial activities across investments, operating businesses, and personal holdings. The position offers direct access to decision-makers and the ability to meaningfully impact overall financial performance, liquidity, and long-term planning.

• Oversee the consolidated financial picture across family entities, including operating businesses, real estate investments, and personal assets
• Manage cash flow, liquidity planning, and capital allocation across the family balance sheet
• Support principals on major financial decisions including investments, distributions, and long-term planning
• Oversee financial management of real estate investments across multifamily and retail assets, including performance tracking and reporting
• Monitor investment-level cash flow, returns, and overall portfolio performance
• Review partnership structures, waterfalls, and distribution models across various investment vehicles
• Coordinate with lenders on financing structures, debt management, and credit facilities
• Lead comprehensive tax strategy across both family and investment entities to optimize overall tax efficiency
• Coordinate with external CPAs and advisors on filings, structuring, and long-term planning
• Identify opportunities to enhance tax positioning across investments, income streams, and estate planning considerations

• Evaluate and streamline financial operations across the family office, improving processes that are currently manual or fragmented
• Implement systems, controls, and reporting frameworks to enhance accuracy, efficiency, and transparency
• Create centralized reporting to provide real-time visibility into performance, liquidity, and obligations

• Prepare and present consolidated financial reporting for principals, including performance summaries and forward-looking projections
• Serve as the primary liaison with external advisors including CPAs, lenders, attorneys, and consultants
• Ensure consistency, accuracy, and timeliness of financial information across all entities

• Work directly with principals on strategic initiatives and financial planning
• Oversee and support existing finance staff while improving team structure and processes
• Foster a disciplined, detail-oriented approach to financial management across the platform

• 10–15+ years of experience in finance, with significant exposure to family office, real estate, or private investment environments
• Strong understanding of complex entity structures, partnership agreements, and investment lifecycle management
• Deep experience with tax planning and coordination with external advisors
• Background in real estate finance (multifamily and/or retail) preferred
• Ability to operate in a lean, high-touch environment with a high degree of ownership and discretion
• Strong financial modeling, analytical, and organizational skills
• High level of integrity, professionalism, and ability to manage confidential information