Location: Flexible (remote, with access to UK hubs such as London / Midlands)

Reporting to: Principal(s) / Family Ownership

Structure: Single‑family office with operating businesses and investment entities

Role Overview

The CFO will act as the central financial steward for a private family, overseeing the flow of funds from a holding structure into multiple family investment vehicles and operating businesses. The role combines strategic oversight, hands‑on implementation and coordination of external advisers across tax, accounting and wealth management.

This is a newly created position, responsible for building and professionalising the family’s finance infrastructure following a significant liquidity event.

Key Responsibilities

  1. Family Office & Structural Oversight
  • Design, implement and lead a family office–style finance function from the ground up.
  • Oversee cash and asset flows between the holding entity, family investment companies and operating businesses.
  • Establish and maintain appropriate financial controls, processes and reporting across all entities.
  • Ensure accurate and timely consolidated reporting for the principals.
  1. Intercompany & Entity Management
  • Structure, document and manage intercompany loans (including interest calculations and reconciliations).
  • Maintain books and records across multiple entities, including investment vehicles and trading companies.
  • Oversee transfers of funds to and from operating businesses (e.g. real estate, healthcare, construction, leisure or similar sectors).
  1. Personal Finance & Payroll
  • Manage personal payrolls and related payments for family members and connected individuals.
  • Oversee personal cashflow management and coordinate with external wealth managers on implementation of investment decisions.
  1. Tax, Regulatory & Jurisdictional Oversight
  • Act as a “second eye” on tax and regulatory risk, particularly where principals are resident in different jurisdictions to the corporate entities.
  • Work closely with external tax advisers to ensure:
    • Correct corporate residency treatment.
    • Proper handling of VAT, withholding tax, CIS and related obligations.
    • Ad-hoc DRC reviews may be required.
    • Structures are robust and future exit or transaction events are well planned.
    • Ensure recommendations from advisers are appropriately challenged, interpreted and implemented.
  1. Governance, Risk & Reporting
  • Develop clear governance frameworks and approval processes around significant capital movements, investments and distributions.
  • Produce regular, understandable reporting for principals covering:
    • Net worth, liquidity and commitments.
    • Performance of investment and operating entities.
    • Key risks, upcoming decisions and tax considerations.
  1. Stakeholder & Adviser Management
  • Serve as the primary internal counterpart to external accountants, tax advisers, lawyers and wealth managers.
  • Coordinate and challenge advisers to ensure advice is practical, coherent and aligned with the family’s objectives.
  • Build trusting relationships with principals while maintaining appropriate professional independence.

Candidate Profile

Experience

  • Senior finance leader (e.g. CFO, Group Financial Controller, Head of Family Office) with experience in:
  • Private family office, single‑family office, UHNW, or complex private holdco / investment structures.
  • Managing multi‑entity, multi‑jurisdiction environments with significant intercompany activity.
  • Strong technical grounding in:
    • Consolidated reporting and entity structuring.
    • Tax‑aware cashflow management and financing between entities.
    • Working closely with external tax, legal and accounting providers.

Skills & Attributes

  • High levels of integrity, discretion and personal trustworthiness; comfortable overseeing large personal and corporate wealth.
  • Hands‑on and pragmatic: able to operate in an environment that is being professionalised from a relatively lean starting point.
  • Strong judgement and risk awareness, especially around tax and regulatory matters.
  • Excellent communication skills, able to explain complex structures to non‑specialists and provide clear recommendations.
  • Education & Qualifications (Indicative)
  • Qualified accountant (e.g. ACA, ACCA, CIMA or equivalent) preferred.
  • Additional tax or structuring qualifications/experience advantageous but not essential where compensated by strong practical exposure.

If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to reubenh@agreusgroup.com

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