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Chief Financial Officer (CFO)

Related terms: financial director, head of finance, senior financial strategist, family office treasurer, wealth finance manager

What is a Chief Financial Officer (CFO) in a Family Office?

A Chief Financial Officer (CFO) in a family office is responsible for overseeing financial planning, reporting, and cash flow management. They ensure compliance, tax efficiency, and strategic financial structuring to support long-term wealth preservation.

Key Responsibilities of a Family Office CFO

Unlike corporate CFOs, those in family offices manage personal wealth rather than business operations. Their key duties include:

  • Financial Reporting: Consolidates financial statements across entities and trusts.
  • Tax Strategy: Oversees tax planning and compliance across jurisdictions.
  • Liquidity Management: Ensures sufficient liquidity for operational needs and investments.

Further Reading & Resources