Family Office Jobs - December

CAREERS

• The effect of the Great Wealth Transfer on hiring

• Three new family office jobs

• Five new family office candidates

How The Great Wealth Transfer Makes Hiring More Complex

The Great Wealth Transfer brings complications for family offices.

As the industry professionalizes and the number of family offices explodes, the competition for high-quality talent is intensifying.

Add in the idiosyncratic nature of family offices and the unique cultural demands of each, and finding the right person to lead them becomes even more complex.

In a recent piece, Brian Adams, Partner at Mack International, advocates for principals to allocate their time, capital and resources today to make strategic hires for the future.

Read the full article here

Family Office Jobs:

(1) Legal and Compliance Counsel - Single Family Office (Luxembourg)

A leading Family Office with a global outlook, focused on direct investments in SMEs and startups and indirect investments with top-tier asset managers, seeks a qualified Mid-Level Counsel (Attorney) to join their Luxembourg office. This role involves legal compliance, document management, and administrative support for multi-jurisdictional operations such as Luxembourg, Monaco, BVI, and the USA. The ideal candidate will bring strong organizational skills, attention to detail, and experience in cross-border compliance. Minimum of 6 years' experience in a similar role within a family office; global law firm or investment firm. English fluency required; French proficiency is a plus. Apply for this role

(2) Chief Financial Officer/President - Private Family Investment Firm (Chicago) 

Role serves as the investment manager for trusts that benefit three generations of family clients. Affiliate entities of the family investment firm include a family office, private trust company, foundations and other entities. Successful candidate will lead and oversee family office financial reporting, tax and financial accounting, treasury, estate and trust planning and administration, tax planning, structuring and compliance. They will also serve as a senior trusted advisor to the family as a whole and to individual family clients. Apply for this role

(3) Chief Financial Officer - Single Family Office (California)

Established Single Family Office in Orange County that provides a wide range of financial, investment, and concierge services at the highest level to its Principal and family. The CFO will report to the Principal and will lead the finance, accounting and tax functions whilst also overseeing HR and various additional areas for the family office. 8- 10 years’ relevant experience in a family office/boutique MFO environment required. Apply for this role

Family Office Candidates:

(1) Family Office Executive, New York Metro, 15+ Years Experience

Seeking a senior leadership role such as CFO, COO, or Chief of Staff. Prior portfolio company executive for two prominent families and former CFO with extensive expertise in risk management, governance, and investment products. Complemented by a strong track record in strategic analysis, operations, and project management/process automation. Prior work as long/short equity analyst, fixed income salesman, corporate strategist, and consultant. Top skills are investment analysis, finance/budgeting, and workouts.  Recently relocated to NYC but open to travel. Request resumé

(2) Chief of Staff / Business Strategist, Boston, 10+ Years Experience

An MBA graduate from Cornell University with extensive experience in strategy, operations, and finance. Built career in industries including insurance and management consulting, most recently leading enterprise-wide initiatives at a global, diversified insurance company. Ideal fit for a family office managing diverse investments or businesses, particularly one navigating leadership transitions, bridging generations, or striving for operational excellence. Known for aligning strategic vision with day-to-day execution, enhancing profitability, and building resilient, high-performing teams, he brings adaptability, strong relationship-building skills, and a hands-on approach to problem-solving. Open to travel. Request resumé

(3) Chief Investment Officer, Mexico, 5 Years Experience

Seeking a leadership role in investments or strategy. Previously served as CEO/CIO at a Single Family Office in Mexico, plus six years of experience in private equity funds, M&A, innovation consulting and private banking. Top skills are project management, investment analysis and human resource management. Open to relocate anywhere. Request resumé

(4) Investment Principal, CT/NYC, 17 Years Experience

Seeking an investment/firm-building role with families exploring alternatives. Known for distilling complex cross-cap investments and externally managed strategies to inform allocations at L/S funds and family offices. Source and validate opportunities through primary research and by building industry networks - most recently for a former HF manager. Experienced working in lean firms: building trust, communicating discreetly with diverse stakeholders, and improving workflows. Looking to join/build a dynamic generalist team. Request resumé

Investment Analyst, London, 3 Years Experience

Previous roles include analyst positions at hedge funds in the UK, USA, and Germany focused on public markets. Also publish research on Substack and have advised family offices on a contract basis in the past on potential public equity investments they wished to make. Top skills are financial modelling, research, and portfolio construction. Investment philosophy focuses on special situations and catalysts in both equity and credit markets. Interested in direct investment, portfolio construction, and risk management. Open to working on a part time or full time basis for family offices based anywhere in the world. Also open to travel. Request resumé

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Until Friday… (fractional employees in family offices).

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