ocation: London, United Kingdom
Organisation: Private Family Office
Recruitment Partner: Exec Capital
Salary: Competitive, commensurate with experience
Overview:
A distinguished private family office based in London is seeking an experienced Finance Director to oversee and enhance its financial operations. This pivotal role involves managing a diverse portfolio of assets, including investments, real estate, and philanthropic ventures, ensuring the family's wealth is preserved and grown across generations.
Key Responsibilities:
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Strategic Financial Oversight: Develop and implement comprehensive financial strategies that align with the family's long-term objectives, encompassing investment management, asset allocation, and risk mitigation.
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Financial Reporting & Analysis: Produce detailed financial reports, including consolidated statements, cash flow analyses, and performance metrics, to provide transparency and support informed decision-making.
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Tax Planning & Compliance: Navigate complex tax landscapes, ensuring compliance across jurisdictions and identifying opportunities for tax efficiency in collaboration with external advisors
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Estate & Succession Planning: Collaborate with legal professionals to structure estates, trusts, and philanthropic activities, facilitating smooth wealth transfer aligned with the family's values and goals.
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Liquidity & Cash Flow Management: Monitor and manage cash reserves to meet both short-term obligations and long-term investment opportunities, ensuring financial agility.EXEC Capital Recruitment
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Risk Management: Identify potential financial risks, including market volatility and operational challenges, implementing strategies to safeguard the family's assets.
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Team Leadership: Lead and mentor the finance team, fostering a culture of excellence, integrity, and continuous improvement.
Our client is a distinguished London-based Single Family Office representing the financial, investment, and philanthropic interests of a high-profile international family. Known for their discretion, sophistication, and strategic global reach, the family maintains a diverse portfolio of assets including private equity, real estate, and social impact investments, alongside an established philanthropic foundation.
Position Overview
We are seeking an accomplished and discreet Finance Director to oversee the strategic financial management of the Family Office. This is a pivotal leadership role requiring exceptional financial acumen, a deep understanding of private wealth structures, and a strong alignment with philanthropic and impact-driven values.
The successful candidate will manage the finance team, coordinate external advisers, and serve as a trusted advisor to the Principal. The role requires a hands-on approach, strategic foresight, and a commitment to confidentiality and excellence.
Qualifications & Experience:
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Proven experience in a senior financial leadership role within a family office or similar environment.
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Professional qualifications such as ACA, ACCA, or CFA are highly desirable.
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Strong knowledge of investment strategies, tax planning, and estate management
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Exceptional analytical, communication, and interpersonal skills.
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Demonstrated ability to work with discretion and maintain confidentiality.
Candidate Profile
- ACA/ACCA/CIMA qualified with a strong academic background.
- Minimum 10 years of experience in private wealth, family offices, or UHNW finance roles.
- Strong understanding of UK and international tax regimes, trusts, and investment structures.
- Experience with philanthropic foundations, grant-making, or social impact investing is highly desirable.
- Impeccable integrity, discretion, and attention to detail.
- Excellent interpersonal and communication skills, with the ability to operate in a high-trust, low-ego environment.
- Comfortable working in a fast-paced, dynamic setting with shifting priorities.
- Highly organised, proactive, and solutions-oriented.
Compensation & Benefits
A highly competitive compensation package commensurate with experience, including performance-based incentives, will be offered. The position includes private healthcare, pension contributions, and the opportunity to work in a values-driven, intellectually stimulating environment.
Basic for guidance is £250,000 + performance bonus
Exec Capital are a leading FD / CFO Recruiter for Family Offices
