VP of Finance/CFO

• Lead the financial operations of the multi-family office and its affiliated entities.
• Oversee accounting, financial reporting, cash management, budgeting and liquidity planning across multiple legal structures.
• Monitor financial performance and maintain accurate reporting for family principals and stakeholders.
• Establish and maintain best-in-class financial controls, governance practices, and reporting standards.

• Direct all income tax, gift tax, estate tax, and generation-skipping transfer tax planning activities.
• Coordinate with external tax professionals to ensure compliance and optimize tax outcomes.
• Review tax strategies and identify opportunities to improve efficiency and wealth preservation.
• Oversee preparation and review of tax filings across trusts, partnerships, LLCs, foundations, and individual family members.

• Manage and coordinate sophisticated estate planning structures and strategies.
• Work closely with legal advisors on trust administration, succession planning, and multi-generational wealth transfer initiatives.
• Evaluate and maintain structures including:
  • Irrevocable trusts
  • Grantor Retained Annuity Trusts (GRATs)
  • Intentionally Defective Grantor Trusts (IDGTs)
  • Spousal Lifetime Access Trusts (SLATs)
  • Charitable Lead Annuity Trusts (CLATs)
  • Family Limited Partnerships (FLPs)
  • LLC and other family ownership structures
• Assist in implementing valuation and transfer planning strategies designed to preserve and grow family wealth.

• Serve as the primary liaison with:
  • Outside counsel and Tax Advisors 
  • CPAs, Trustees, Investment managers, Auditors
  • Other professional service providers
• Coordinate cross-functional activities among advisors and drive initiatives to timely resolution.
• Challenge recommendations and advocate for the family's best interests when necessary.

• Provide thoughtful and objective advice to family principals and next-generation family members.
• Support strategic decision-making related to investments, tax matters, governance, and family wealth planning.
• Identify risks, planning opportunities, and operational improvements across the family enterprise.
• Foster trusted long-term relationships built on discretion, integrity, and exceptional service.

• Entrepreneurial leadership skills and attitude
• Ability to work to build something with Principals/Owners
• See and do a great deal for the firm
• Undergraduate degree from a top-tier university; advanced degree or specialized education in estate and trust planning (MST, LLM, or similar) a plus
• CPA and/or JD strongly preferred
• 10+ years of tax and accounting experience, ideally with a foundation at a Big 4 or large regional firm
• Direct experience with a family office, private wealth platform, trust company, or ultra-high-net-worth family strongly preferred
• Experience overseeing multiple entities, trusts, and family governance structures
• Familiarity with investment reporting, portfolio structures, and alternative investments
• Demonstrated expertise advising ultra high net worth individuals and families on individual income tax planning; gift and estate tax; generation-skipping transfer tax; trust and fiduciary taxation; and multi-generational wealth transfer strategies
• Strong command of trust instruments, partnership and operating agreements, and complex entity structures
• Proven ability to manage relationships with sophisticated external advisors and service providers

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