Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Atlas Search via LinkedIn
We are partnering with a sophisticated private family office seeking an experienced Chief Financial Officer to serve as a strategic advisor and financial steward to the Principal.
This is a rare opportunity for a senior finance leader with deep family office, private wealth, or complex multi-entity experience to oversee the long-term preservation and growth of significant generational wealth.
The CFO will lead all aspects of financial strategy, including:
- Wealth preservation and long-term financial planning
- Cash flow, budgeting, and forecasting across multiple entities
- Investment oversight and external manager relationships
- Tax strategy, estate planning, and wealth transfer
- Financial reporting, governance, and risk management
- Oversight of real estate, lifestyle, and luxury assets
- Strategic partnership with philanthropic initiatives
- Leadership of the finance function and external advisors
The ideal candidate will bring 10+ years of senior financial leadership experience, within a family office, or private wealth platform, along with strong expertise in tax structuring, estate planning, and complex asset management. With the ability to go to their Greenwich, CT office 3 to 4 days per week.
This is an exceptional opportunity to step into a highly visible leadership role and work directly with the Principal on matters spanning wealth, legacy, and long-term impact.
Compensation:
- $450k/500k total compensation
Days in CT office:
- 3 - 4 days per week
Source: Atlas Search careers (LinkedIn)