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INVESTINU GROUP

INVESTINU GROUPINVESTINU GROUPINVESTINU GROUP
  • Home
  • UHNW Family Offices
  • Wealth Management
  • Contact Us
    • CLIENTS
    • CANDIDATES
  • Open Positions

Chief Finance Officer/Chief Operations Officer

Chief Finance Officer/Chief Operations Officer | Family Office - Texas, United States


We are recruiting for a CFO/COO on behalf of a Family Office in Texas. This role is suited to an experienced professional with a strong background in financial management, operations, and governance within a family office or private investment environment.


Key Highlights of This Role


  • Minimum of 15 years’ experience in finance, operations, or executive leadership within a family office, wealth management, or investment firm.
  • Oversee the financial strategy, planning, and reporting for the family office, ensuring long-term sustainability.
  • Manage investment structures, cash flow, risk assessment, and tax-efficient wealth planning.
  • Lead the operational functions, including compliance, legal, HR, and technology, ensuring efficiency and best practices.
  • Work closely with investment teams, external advisors, and legal counsel to optimise portfolio performance.
  • Implement and oversee corporate governance frameworks, ensuring regulatory and fiduciary responsibilities are met.
  • Identify and manage strategic business initiatives, cost efficiencies, and process improvements.


What Our Clients Offer


  • A senior leadership role within a family office, directly advising UHNW principals.
  • Exposure to diverse asset classes, including private equity, real estate, and alternative investments.
  • Competitive compensation package with performance incentives.
  • A role with significant responsibility and influence, shaping financial and operational strategy.


Diversity & Inclusion


Our clients are dedicated to fostering an inclusive environment and encourage applications from all backgrounds. We welcome candidates regardless of race, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Apply Now

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