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Vermette Recruiting, Inc.

Family Office CFO: Generational Wealth & Tax Lead

boston, MA

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Job description

Vermette Recruiting, Inc. represents a high-net-worth family office seeking a Family Office Chief Financial Officer to serve as primary financial steward across a complex multi-entity wealth structure.

The CFO role blends tax planning, estate strategy, investment oversight, and financial operations with direct interaction with family principals and external advisors. The ideal candidate has CPA credentials and deep UHNW tax/estate experience, with familiarity in trust structures, pass-through

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Worksite address

boston, MA, 02298, US

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