Mason & Blair, LLC · 1 month ago
CFO--Private Family Office ($10 billion+ assets)
Miami, FL
Full-time
Onsite
Director/Executive
$400K/yr - $510K/yr
12+ years expMason & Blair, LLC is a family office managing over $10 billion in assets, seeking a Chief Financial Officer/Chief Operating Officer to oversee all financial, legal, and operational matters. The role involves financial oversight, legal governance, and managing daily operations while ensuring compliance and risk management across complex structures.
AccountingFinanceHuman ResourcesRecruiting
Hiring Manager
Adam Samarel, CPA
Responsibilities
Provide full financial oversight across all family entities, including personal holdings, operating companies, investment vehicles, trusts, and foundations
Prepare and oversee consolidated financial reporting, balance sheets, cash-flow forecasts, capital calls, and investment performance analytics
Lead liquidity management and capital allocation across public and private markets, real estate, private equity, venture capital, and opportunistic investments
Serve as primary relationship manager with banks, custodians, asset managers, lenders, and investment partners globally
Coordinate and optimize tax strategy, structuring, and compliance in collaboration with external tax advisors and accounting firms
Advise the principal on long-term financial strategy, risk exposure, leverage, and intergenerational planning
Oversee all legal structures, including trusts, holding companies, SPVs, foundations, and cross-border entities
Review, draft, and negotiate contracts, operating agreements, shareholder agreements, financing documents, and transaction materials
Act as internal lead on real estate transactions, private investments, M&A activity, and strategic partnerships
Coordinate closely with external legal counsel (U.S. and international) on estate planning, tax law, regulatory matters, and dispute resolution
Ensure strict compliance with federal, state, and international regulations, including AML, KYC, and reporting obligations
Design and maintain a robust governance, control, and risk-management framework consistent with best-in-class institutional standards
Act as the central operating executive, ensuring seamless day-to-day functioning of the family office
Build, oversee, and mentor internal teams across finance, administration, and external service providers
Implement best-practice controls, systems, cybersecurity, data security, and internal policies
Serve as the primary interface between the principal and all external advisors (legal, tax, investment, banking, philanthropy)
Oversee philanthropic initiatives and private foundations, ensuring compliance, impact alignment, and proper governance
Maintain absolute confidentiality regarding all personal, financial, and strategic matters of the family
Qualification
Required
Bachelor's degree in Finance, Accounting, Law, Business, or related field
Advanced degree required: MBA, JD, CPA, or equivalent
12–15+ years of senior-level experience in family offices, private equity, hedge funds, investment management, law firms, or complex multi-entity environments
Demonstrated expertise in UHNW financial structuring
Demonstrated expertise in investment operations & reporting
Demonstrated expertise in tax optimization and estate planning
Demonstrated expertise in corporate governance & legal risk
Demonstrated expertise in multi-jurisdictional entity management
Proven ability to operate as a trusted advisor to a principal with significant assets and complexity
Exceptional judgment, emotional intelligence, and discretion
Preferred
Experience in or strong familiarity with the Miami financial and legal ecosystem
Benefits
Highly competitive base salary commensurate with seniority and scope
Performance-based annual bonus
Long-term incentive participation (discretionary)
Comprehensive executive benefits package
Company
Mason & Blair, LLC
Mason & Blair, LLC is a boutique search firm specializing in identifying and placing quality finance and accounting professionals at companies throughout the Silicon Valley/San Francisco Bay Area.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Adam Samarel, CPA
Partner
Mike Renfro
Founder and Financial Recruiting Partner
Company data provided by crunchbase