Head of Finance

MHW Search has exclusively partnered with a well-established Real Estate Investment & Development firm. We are seeking a Head of Finance to oversee the full financial ecosystem of a private family office alongside its affiliated real estate investment platform that has transacted on over $8 billion historically in real estate investments and development. This individual will serve as a key partner to the principals, managing both investment-related financial activities and personal/family financial affairs in a highly integrated environment.This role requires a trusted operator who can navigate complex entity structures, optimize tax strategy, and bring structure and visibility to a broad range of financial activities across investments, operating businesses, and personal holdings. The position offers direct access to decision-makers and the ability to meaningfully impact overall financial performance, liquidity, and long-term planning.Key ResponsibilitiesFamily Office Financial OversightOversee the consolidated financial picture across family entities, including operating businesses, real estate investments, and personal assetsManage cash flow, liquidity planning, and capital allocation across the family balance sheetSupport principals on major financial decisions including investments, distributions, and long-term planningInvestment & Portfolio OversightOversee financial management of real estate investments across multifamily and retail assets, including performance tracking and reportingMonitor investment-level cash flow, returns, and overall portfolio performanceReview partnership structures, waterfalls, and distribution models across various investment vehiclesCoordinate with lenders on financing structures, debt management, and credit facilitiesTax Strategy & PlanningLead comprehensive tax strategy across both family and investment entities to optimize overall tax efficiencyCoordinate with external CPAs and advisors on filings, structuring, and long-term planningIdentify opportunities to enhance tax positioning across investments, income streams, and estate planning considerationsOperations & Process ImprovementEvaluate and streamline financial operations across the family office, improving processes that are currently manual or fragmentedImplement systems, controls, and reporting frameworks to enhance accuracy, efficiency, and transparencyCreate centralized reporting to provide real-time visibility into performance, liquidity, and obligationsReporting & Stakeholder CoordinationPrepare and present consolidated financial reporting for principals, including performance summaries and forward-looking projectionsServe as the primary liaison with external advisors including CPAs, lenders, attorneys, and consultantsEnsure consistency, accuracy, and timeliness of financial information across all entitiesLeadership & Team OversightWork directly with principals on strategic initiatives and financial planningOversee and support existing finance staff while improving team structure and processesFoster a disciplined, detail-oriented approach to financial management across the platformQualifications10–15+ years of experience in finance, with significant exposure to family office, real estate, or private investment environmentsStrong understanding of complex entity structures, partnership agreements, and investment lifecycle managementDeep experience with tax planning and coordination with external advisorsBackground in real estate finance (multifamily and/or retail) preferredAbility to operate in a lean, high-touch environment with a high degree of ownership and discretionStrong financial modeling, analytical, and organizational skillsHigh level of integrity, professionalism, and ability to manage confidential information