Chief Operating Officer, Private Family Office

POSITION OVERVIEW

This is a newly created role. The COO will serve as the principal(s)' senior operating executive and strategic partner, with full responsibility for running the Family Holding Company — including its finance, accounting, executive support, and administrative functions. The family is a fourth-generation entrepreneurial enterprise with diversified business interests, and this role requires a leader who can run the office with the discipline of an operator and the instincts of an owner — not just traditional family office administration. This family operates with an entrepreneurial mindset — decisive, ambitious, and always forward-moving. The COO must match that pace, bring strong management experience, and thrive in complex, high-pressure, and at times difficult situations. This is not a role for someone who waits to be directed or presents problems without answers. Unlike most fourth-generation family enterprises, this one is refreshingly simple to work within. There are just two shareholders, who have deliberately chosen to run a holding company together and invest all of their capital side by side, and the COO will work with a single point of contact on virtually every issue. There are no competing family branches, factions, or committees to manage: ownership is clear, interests are aligned, and decisions are made quickly.

The Principal(s) hold a few standards as non-negotiable: money is never wasted, and good process and careful thought are expected behind every dollar spent; confidential information stays confidential; and security across every network, account, device, and transaction is kept extremely tight.

The COO will be the senior leader of the Holding Company, accountable for its results, its people, and its infrastructure — and the connective tissue between the Principal(s), the leadership team, and the office's financial and operational functions.

In order to make an application, simply read through the following job description and make sure to attach relevant documents.

REPORTING STRUCTURE

• Reports directly to the Principal(s).

• Direct reports: 5 High Performers

• Decision authority: hiring and personnel decisions, operating budget, advisor and vendor selection, and operating policy for the Holding Company, within parameters set by the Principal(s).

KEY RESPONSIBILITIES

Holding Company Leadership — Run the Family Holding Company and family office with full operating accountability; set direction and priorities, make final operating decisions, and ensure every function delivers to the Principal(s)' standards.

Team Leadership & Management — Lead, develop, and hold team accountable, conduct performance reviews, and build a high-performance culture. Assess the organization's structure and talent, and make the hiring, development, and personnel decisions needed to build the right team.

Financial Oversight & Reporting — Partner with the CFO and Controller to ensure accurate consolidated reporting across the family's investment entities, holding companies, and personal balance sheet. Ensure timely monthly/quarterly reporting on performance, liquidity position, and capital commitments to the Principal(s).

Investment & Entity Operations — Ensure systems and processes are in place to track fund and direct investments, capital calls, distributions, and commitments; oversee multi-entity administration across LPs, LLCs, trusts, and holding structures so that appropriate books and records are maintained for each vehicle.

Annual Planning & Budget — Own the Holding Company's annual operating plan and budget; set organizational priorities, allocate resources, and report to the Principal(s) on results against plan.

Cost Discipline & Stewardship — Treat every dollar as the Principal(s)' own. Put real process and thought behind spending decisions: scrutinize vendor, advisor, and service costs, benchmark and negotiate fees, eliminate waste, and be able to justify the return on every significant expenditure.

Systems, Process & Governance — Build and maintain the policies, controls, technology, and reporting cadences appropriate to a growing family enterprise; establish decision-making frameworks that let the Principal(s) focus where they add the most value.

Advisor & Stakeholder Management — Serve as senior relationship owner for outside legal counsel, tax advisors, auditors, fund administrators, bankers, and insurance providers; coordinate with the CFO and outside counsel on tax, estate, and wealth transfer planning.

Security & Cybersecurity — Own an extremely tight, actively managed security posture across the office and Holding Company, covering network, email, devices, online presence, data, banking, and wire transfers. Enforce controls such as multi-factor authentication, least-privilege access, independent verification of all wire and payment instructions, vetting of vendors with system or data access, and ongoing staff training; stay current on threats targeting family offices and high-net-worth individuals.

Confidentiality — Design and enforce the processes that keep the Principal(s)' information confidential: need-to-know access, secure document handling and storage, confidentiality agreements with staff and vendors, and a culture where discretion is the default.

Risk & Compliance — Oversee risk management, insurance, and legal and regulatory compliance across the office and Holding Company; protect the Principal(s)' reputation.

Navigating Complex & Difficult Situations — Lead through ambiguity, competing priorities, sensitive personnel matters, and high-stakes decisions with calm, sound judgment and absolute discretion. Make and stand behind tough decisions; surface issues early and present a clear path forward.

Strategic Advisory — Act as a trusted sounding board to the Principal(s) on new opportunities, capital allocation decisions, organizational design, and overall strategy for the family enterprise.

QUALIFICATIONS

• 15+ years of progressive leadership experience, including prior service as a COO, President, or other top operating executive with responsibility for operations, finance, and administrative teams.

• This is not a step-up role: candidates must have already run an organization at the executive level, beyond Chief of Staff, executive operations, or principal support roles.

• Entrepreneurial track record — has founded, built, scaled, or turned around a business or organization.

• Strong management experience leading senior leaders, including finance/accounting and executive support functions; proven ability to build and retain high-performing teams.

• Demonstrated success operating in difficult situations — turnarounds, restructurings, rapid growth, or complex stakeholder environments.

• Single Family Office (SFO), family holding company, or private family enterprise experience strongly preferred; exposure to direct investments a plus.

• Working knowledge of multi-entity structures across LPs, LLCs, trusts, and holding companies, and of fund and direct investment mechanics.

• Strong financial acumen; comfortable reading consolidated financials and partnering closely with a CFO and Controller.

• Highly technologically proficient, at a minimum on par with the Principal(s); hands-on and current with modern software, cloud and collaboration tools, and the systems the office runs on, rather than dependent on others to operate them.

• Strong working knowledge of cybersecurity and information-security best practices, including network and email security, data protection, and payment and wire fraud prevention.

REQUIRED SKILLS & TRAITS

• Entrepreneurial and owner-minded — decisive, resourceful, and energized by building and improving an organization.

• Executive presence — sets direction, makes final operating decisions, and stands behind them.

• Disciplined steward of capital who does not waste money and applies good process and thought to every spending decision.

• Builds and leads leaders — develops senior talent and holds them accountable, including making difficult personnel changes when needed.

• Resilient and composed under pressure — steady and solutions-focused in difficult, ambiguous, or sensitive situations.

• Earns the trust of the Principal(s) and family members on the most sensitive business and personal matters; absolute discretion and confidentiality.

• High emotional intelligence; builds strong, trusted relationships with staff, advisors, and partners, and handles them with diplomacy and integrity.

• Strategic thinker who can move between enterprise-level priorities and operational detail.

• Outstanding written and verbal communication skills; polished with Principals, staff, and external partners.

EDUCATION

• Bachelor's degree required; strong academic record expected. xhyhwjd MBA or advanced degree preferred.