<p>We are looking for an accomplished and discreet financial leader to join a private family office in Fort Worth, Texas. This senior-level role involves overseeing the comprehensive financial affairs of a multigenerational family, including investments, real estate, and coordination with external advisors. The ideal candidate will demonstrate integrity, professionalism, and the ability to support philanthropic initiatives alongside financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Direct the management of personal financial affairs for the principal and their immediate family.</p><p>• Supervise budgeting, forecasting, cash flow, and detailed financial reporting processes.</p><p>• Consolidate financial statements and net worth reports to provide clear insights.</p><p>• Evaluate and recommend private and public investment opportunities, conducting thorough due diligence.</p><p>• Track investment performance and provide strategic recommendations to enhance financial outcomes.</p><p>• Oversee residential and investment real estate portfolios, including vendor relations and capital improvements.</p><p>• Ensure compliance with insurance, tax regulations, and property documentation.</p><p>• Coordinate with legal, tax, and accounting advisors to ensure seamless financial operations.</p><p>• Assist with charitable giving and philanthropic efforts, both domestically and internationally.</p><p>• Provide operational and financial support to family members, including logistical assistance when needed.</p>

• Minimum of 10–15 years of experience in senior finance roles, ideally within family offices or private wealth management.<br>• Expertise in managing complex personal finances for high-net-worth individuals or families.<br>• Strong analytical skills in investment analysis, portfolio management, and due diligence.<br>• Knowledge of real estate management, private equity, and multi-asset class investing.<br>• Comprehensive understanding of tax planning, estate structures, and intergenerational wealth strategies.<br>• Proven ability to manage vendors, negotiate contracts, and oversee financial operations.<br>• Bachelor's degree required; advanced certifications in finance or related fields preferred.<br>• Exceptional discretion, professionalism, and ability to navigate sensitive family dynamics.

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