We are seeking an experienced Chief Financial Officer (CFO) to lead the strategic financial management of both the firm’s internal operations and its growing multi-family office practice. This role blends traditional CFO responsibilities with a client-facing advisory function, overseeing complex family structures, investment reporting, estate planning coordination, and entity-level accounting.
The ideal candidate brings a strong public accounting foundation, a command of family office best practices, and the ability to operate in a dynamic, high-trust environment with both internal stakeholders and UHNW clients.