Chief Financial Officer - Family Office (CT)

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