CFO / COO – Single-Family Office

Overview

In this senior role, you will lead the family office’s financial and operational strategy, working directly with the principal and external advisers. You will oversee reporting, treasury, investments, estates, philanthropy, and HR, ensuring robust controls and informed decision-making. The position combines strategic oversight with hands-on delivery across finance, operations and governance. You will act as a trusted adviser to the family and head the family office team, shaping a long-term, compliant operating model in a dynamic environment.

Responsibilities

• Act as trusted adviser to the family across personal, investment and business affairs
• Lead financial and operational strategy with external advisers
• Oversee financial and management reporting for the family office and related businesses
• Manage annual audit and relationship with external auditors
• Maintain robust internal financial controls
• Manage treasury, cash flow, banking relationships, and funding
• Oversee tax compliance and coordination with advisers
• Oversee investment reporting and cash flows across private equity, public markets and direct investments
• Financial oversight of art collection and rental properties cash flows
• Oversee operational and financial performance of estates, property, and philanthropic activities
• Lead and develop the family office team and estate/festival management teams
• Oversee HR, payroll and employment matters with external advisers
• Coordinate external advisers and service providers; manage family office costs and supplier contracts
• Oversee insurance arrangements and IT systems, cyber security and external IT providers
• Act as Money Laundering Reporting Officer and oversee AML, legal and regulatory compliance
• Oversee company secretarial and governance requirements; manage entity structure with advisers
• Maintain risk framework and deadlines; identify financial, operational and governance risks and opportunities

Key requirements

• Qualified accountant (ACA, ACCA, CIMA or equivalent)
• Experience in a senior finance leadership role
• Experience with UHNW individuals or family office environment
• Strong personal and corporate tax literacy (VAT and employment tax)
• Proven ability to lead and develop finance/operations teams
• Comfort operating strategically and hands-on in a fast-moving environment
• Sound judgement and discretion with sensitive matters
• Excellent written and verbal communication skills
• Ability to work autonomously and manage competing priorities

• discretion
• strong communication
• leadership and people management
• financial reporting and governance
• audit management
• treasury and cash flow management

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