Back to search
An exciting opportunity exists within this established and successful London based Family Office for an outstanding Finance Director. Working closely with the Founder to facilitate highly effective execution of projects and corporate functions within the Family Office and to oversee the finance team.
Responsibilities:
- Have oversight of Family Office Finance teams, having ultimate responsibility for bespoke financial reporting/monitoring of personal wealth and assets and detailed tax analysis.
- Manage personal tax issues, including trusts, non-dom, and remittance areas of tax
- Manage the Treasury function, including optimising multi-currency income, expenditure, and lending.
- Oversee purchases and sales of major private assets (e.g. properties), including structural issues relating to ownership and taxation implications thereof.
- Have close liaison with members of the family who are involved with the family office, and with offshore personal trustees.
- Project manage across lifestyle assets, including maximising income from certain assets.
- Oversee the private staff of the Founder on such matters as employee contracts, recruitment, and key transactions etc.
- Provide support for the structuring of real estate investment deals.
For Commercial & Business, the Finance Director will:
- Ensure that the Founder’s priorities are clearly articulated, communicated and that an effective and rigorous reporting mechanism is embedded to drive accountability and successful execution.
- Design and develop suitable management reporting systems to ensure rigorous and effective oversight of all Founder’s business and investment activities.
- Develop and implement Founder’s initiatives, and the tracking of progress on stated priorities.
- Have oversight of all corporate functions within the business (IT, HR, Finance, Technology).
- Have fiduciary responsibilities as director/secretary of various business entities.
- Be responsible for corporate financial management and governance.
Skill Set and Experiences:
- 10+ years of relevant experience.
- A highly numerate hands-on accountant (probably qualified within a professional services firm) with a broad commercial awareness.
- Combination of business and personal accounting background.
- An understanding of personal tax issues, ideally experience of non-dom. and remittance areas of tax.
- Relevant evidence of people management within the Finance function and the ability to manager others.
- Family Office and/or professional service experience supporting private clients (HNW/UHNW individuals).
- Knowledge and experience of trusts Cultural Fit, Style, and Approach
- An excellent communicator with demonstrable ability to consolidate and report information in a clear, timely, transparent, and organised way.
- Confidence in liaising with the Founder and at the highest level with external professional advisers.
- Highly organised and effective project manager able to execute and oversee multiple projects and initiatives.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
