Agreus
Chief Financial Officer – Single Family Office
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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
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.
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).
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Personal Finance & Payroll
- Manage personal payrolls and related payments for family members and connected individuals.
- Oversee personal cash flow management and coordinate with external wealth managers on the implementation of investment decisions.
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.
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.
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.
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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 cash flow 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.
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