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Chief Financial Officer


Chief Financial Officer

Single Family Office - Boston, MA

An established Single Family Office seeks a Chief Financial Officer to oversee all financial, administrative/reporting, investment and estate planning activities. The SFO consists of both active and passive investments and the goal is to continue to grow the wealth of the entity. This is a new position that will report to the Founder who is actively engaged in all activities of the SFO.

Primary responsibilities include:

  • Monitoring the equity interests of the SFO and directing the reporting activities for:
    • 25 operating real estate properties
    • 7 active operating companies
    • 50 inactive affiliates
    • A not for profit foundation
    • Personal and trust assets (acting as estate administrator for trusts)
  • Establish and manage tax planning for both personal and estate assets.
  • Prepare consolidated financial information including cash flow projections, incorporating relevant assumptions.
  • Structure and monitor liquidity diversification strategy and funds management to meet goals.
  • Perform initial review of source documents (partnership agreements, LLCs, estate and trust documents) and manage review by outside legal counsel and investment professionals.
  • Work with these professionals to insure compliance with finalized agreement terms.
  • Daily interaction with principals; supervision of two in-house professionals whose responsibilities include internal accounting and tax matters. Provide direction to outside professionals (including lawyers, CPAs, and investment managers).

Qualifications:

  • Qualified candidate will have 8-12+ years of business experience
  • A current CPA license with at least 3 years of large accounting firm experience, including tax exposure, is required
  • Other attractive credentials would include an advanced degree (Law Degree; Master in Taxation)
  • A current CFP or equivalent would be strongly preferred
  • Experience must include at least 5 years of involvement with financial/trust planning activities at either a wealth management organization, investment firm, professional services firm and/or another family office type organization with direct client contact
  • Prior business involvement with real estate assets and operating companies is very attractive

Contact Joe Hyde, Partner, Kingston Dwight