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Executive Search: Family Office CFO

Executive Search Family Office CFO
Executive Search Family Office CFO

Stranberg Leads Executive Search for Chief Financial Officer of Midwest Family Office

Stranberg, a premier search firm specializing in the placement of top-tier talent for family offices, is currently representing a distinguished high-net-worth family in the Midwest in their search for a Director of Tax and Financial Planning. As the planned successor to the Family CFO, this critical role offers a unique opportunity to oversee and shape the financial landscape of an affluent family, blending strategic financial planning, tax optimization, and wealth preservation. As the linchpin of the family’s financial operations, you will have the autonomy to innovate and the responsibility to guide the family’s financial strategy towards sustained growth and legacy building.

Role & Requirements


  • Develop estate and tax planning strategies for multiple family units.

  • Lead financial due diligence, negotiations, and integration for new ventures and investments.

  • Mitigate family’s financial risks, including liquidity and legal issues.

  • Manage tax issues for operating businesses.

  • Guide the family on cash flow, investments, and estate planning.

  • Act as treasurer and maintaining relationships with financial institutions.


  • 15-20 years in finance and accounting, 10+ years in taxation.

  • Bachelor's in Accounting and CPA mandatory.

  • Demonstrated Expertise in strategic estate planning.

  • Skilled in fostering team communication and leadership in dynamic environments.

  • Experienced in financial oversight of capital investments and acquisitions.

  • Proven communication skills, with the ability to preemptively provide critical information to stakeholders.

Succession Planning for Incumbent Family Office CFO

The central vision of this role is to function as the successor to the current family office CFO who plans to retire in three years. The successor will play a crucial role in fostering relationships with key stakeholders, including family members, advisors, and external partners, to uphold the legacy and values of the family office. This opportunity presents a unique chance for the chosen individual to not only assume a leadership position but also to contribute to the long-term financial success and sustainability of the family office.


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