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- Tasks: Lead finance operations and oversee investment strategies for a prestigious Family Office.
- Company: Join a globally recognised Family Office focused on sustainable growth and philanthropy.
- Benefits: Enjoy a hands-on role with opportunities for meaningful impact and professional growth.
- Why this job: Be part of a mission-driven team that values long-term value creation and social impact.
- Qualifications: Qualified accountant with CFO experience and a passion for philanthropy required.
- Other info: This role demands discretion, independence, and strong interpersonal skills.
The predicted salary is between 72000 - 108000 £ per year.
Marks Sattin Executive Search is working with a prominent Family Office to appoint a commercially astute and strategically focused Chief Financial Officer. This is a rare opportunity to join a well-established, family enterprise that manages the financial, investment, and philanthropic interests of a globally recognised international family. The Family Office is known for its global outlook, discretion, and long-term commitment to sustainable growth and social impact. Its diverse portfolio includes direct investments in private equity, real estate, and operating companies, alongside a respected philanthropic foundation and a number of social impact initiatives.
This CFO appointment represents a unique opportunity to work at the intersection of wealth management and purpose-led investing. As a key strategic partner to the principals, the CFO will lead the finance function, overseeing consolidated reporting, liquidity planning, and financial operations across a complex, multi-jurisdictional structure that includes trusts, SPVs, corporate entities, and charitable organisations. The role combines traditional financial leadership with active engagement in investment oversight, business performance, and long-term financial planning.
The successful candidate will have a genuine interest in philanthropy and the positive impact of private capital. They will play an integral role in supporting the family’s charitable endeavours, ensuring financial frameworks and governance structures are aligned with the mission, transparent in execution, and sustainable in the long term. In addition to financial stewardship, the CFO will support succession planning, risk management, and the structuring of estates and trusts in collaboration with legal and tax advisors. The role requires a forward-thinking, values-led approach, as well as the ability to operate with discretion and independence while building trusted relationships across the principal’s internal and external network.
This is a hands-on, highly trusted position best suited to a finance leader who not only brings technical strength and commercial acumen but also shares the organisation’s passion for long-term value creation and giving back through meaningful philanthropic engagement.
The ideal candidate:
- A qualified accountant (ACA/ACCA/ACMA) with a strong technical foundation and demonstrable experience at CFO or senior finance leadership level
- Background in a private family office, privately held group, or SME with complex ownership and investment structures
- Proven commercial acumen, including experience evaluating and managing private investments, operating businesses, and real estate assets
- Strong understanding of multi-jurisdictional structures, including trusts, SPVs, and charitable foundations
- Experience supporting estate planning, intergenerational wealth transfer, and philanthropic governance
- Comfortable working autonomously in a discreet, highly confidential environment, with exceptional judgement and interpersonal sensitivity
- Technically proficient in financial modelling, systems development, and reporting, with a strong grasp of risk and regulatory frameworks
Due to the high level of applications, we can only reply to those candidates with relevant experience.
CFO Family Office employer: Marks Sattin
Contact Detail:
Marks Sattin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CFO Family Office
✨Tip Number 1
Network with professionals in the family office sector. Attend industry events or join relevant online forums to connect with individuals who can provide insights and potentially refer you to opportunities at organisations like ours.
✨Tip Number 2
Demonstrate your understanding of philanthropy and social impact investing during conversations. Show how your values align with the mission of a family office, as this will resonate well with decision-makers looking for a CFO who shares their vision.
✨Tip Number 3
Familiarise yourself with the specific financial structures and regulations that govern family offices. Being able to discuss these topics knowledgeably will set you apart and show your readiness for the complexities of the role.
✨Tip Number 4
Prepare to discuss your experience with multi-jurisdictional financial operations. Highlight any past roles where you managed complex ownership structures, as this is crucial for the CFO position in a family office setting.
We think you need these skills to ace CFO Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in finance leadership, particularly in family offices or similar environments. Emphasise your qualifications, such as ACA/ACCA/ACMA, and any relevant achievements that demonstrate your commercial acumen and technical skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your genuine interest in philanthropy and the positive impact of private capital. Discuss how your values align with the Family Office's mission and how you can contribute to their long-term goals.
Highlight Relevant Experience: In your application, focus on your experience with multi-jurisdictional structures, trusts, and charitable foundations. Provide specific examples of how you've managed complex financial operations and supported philanthropic initiatives in previous roles.
Showcase Your Interpersonal Skills: Given the importance of building trusted relationships, include examples of how you've successfully collaborated with internal and external stakeholders. Highlight your ability to operate discreetly and with exceptional judgement in sensitive environments.
How to prepare for a job interview at Marks Sattin
✨Showcase Your Financial Acumen
As a CFO, your technical skills are paramount. Be prepared to discuss your experience with financial modelling, liquidity planning, and managing complex investment structures. Highlight specific examples where you've successfully navigated multi-jurisdictional frameworks.
✨Demonstrate Your Philanthropic Passion
This role requires a genuine interest in philanthropy and social impact. Share your experiences related to charitable initiatives or how you've integrated purpose-led investing into your financial strategies. This will show that you align with the Family Office's values.
✨Prepare for Scenario-Based Questions
Expect questions that assess your judgement and decision-making in sensitive situations. Prepare scenarios where you've had to operate discreetly or manage risk effectively, as this will demonstrate your ability to handle the responsibilities of the role.
✨Build Rapport with the Interviewers
Given the nature of the Family Office, building trust is crucial. Approach the interview as a conversation rather than an interrogation. Engage with the interviewers by asking insightful questions about their vision and values, which will help establish a connection.
