Chief Financial Officer – Single Family Office

Location: Flexible (remote, with access to UK hubs such as London / Midlands)

Reporting to: Principal(s) / Family Ownership

Structure: Single‑family office with operating businesses and investment entities

Role Overview

The CFO will act as the central financial steward for a private family, overseeing the flow of funds from a holding structure into multiple family investment vehicles and operating businesses. The role combines strategic oversight, hands‑on implementation and coordination of external advisers across tax, accounting and wealth management.

This is a newly created position, responsible for building and professionalising the family’s finance infrastructure following a significant liquidity event.

Key Responsibilities

Family Office & Structural Oversight

• Design, implement and lead a family office–style finance function from the ground up.
• Oversee cash and asset flows between the holding entity, family investment companies and operating businesses.
• Establish and maintain appropriate financial controls, processes and reporting across all entities.
• Ensure accurate and timely consolidated reporting for the principals.

Intercompany & Entity Management

• Structure, document and manage intercompany loans (including interest calculations and reconciliations).
• Maintain books and records across multiple entities, including investment vehicles and trading companies.
• Oversee transfers of funds to and from operating businesses (e.g. real estate, healthcare, construction, leisure or similar sectors).

Personal Finance & Payroll

• Manage personal payrolls and related payments for family members and connected individuals.
• Oversee personal cashflow management and coordinate with external wealth managers on implementation of investment decisions.

Tax, Regulatory & Jurisdictional Oversight

• Act as a “second eye” on tax and regulatory risk, particularly where principals are resident in different jurisdictions to the corporate entities.
• Work closely with external tax advisers to ensure:
• Correct corporate residency treatment.
• Proper handling of VAT, withholding tax, CIS and related obligations.
• Ad-hoc DRC reviews may be required.
• Structures are robust and future exit or transaction events are well planned.
• Ensure recommendations from advisers are appropriately challenged, interpreted and implemented.

Governance, Risk & Reporting

• Develop clear governance frameworks and approval processes around significant capital movements, investments and distributions.
• Produce regular, understandable reporting for principals covering:
• Net worth, liquidity and commitments.
• Performance of investment and operating entities.
• Key risks, upcoming decisions and tax considerations.

Stakeholder & Adviser Management

• Serve as the primary internal counterpart to external accountants, tax advisers, lawyers and wealth managers.
• Coordinate and challenge advisers to ensure advice is practical, coherent and aligned with the family’s objectives.
• Build trusting relationships with principals while maintaining appropriate professional independence.

Experience

• Senior finance leader (e.g. CFO, Group Financial Controller, Head of Family Office) with experience in:
• Private family office, single‑family office, UHNW, or complex private holdco / investment structures.
• Managing multi‑entity, multi‑jurisdiction environments with significant intercompany activity.
• Strong technical grounding in:
• Consolidated reporting and entity structuring.
• Tax‑aware cashflow management and financing between entities.
• Working closely with external tax, legal and accounting providers.

Skills & Attributes

• High levels of integrity, discretion and personal trustworthiness; comfortable overseeing large personal and corporate wealth.
• Hands‑on and pragmatic: able to operate in an environment that is being professionalised from a relatively lean starting point.
• Strong judgement and risk awareness, especially around tax and regulatory matters.
• Excellent communication skills, able to explain complex structures to non‑specialists and provide clear recommendations.
• Education & Qualifications (Indicative)
• Qualified accountant (e.g. ACA, ACCA, CIMA or equivalent) preferred.
• Additional tax or structuring qualifications/experience advantageous but not essential where compensated by strong practical exposure.