EFTA00679704.pdf

One Commerce Square aoos Market Street, Suite asso Philadelphia, Pennsylvania 191O3 SpencerStuart Amsted'," Palm° POSITION AND CANDIDATE SPECIFICATION Randoesa Benton Boma Bowen Braysis Budapest Bute., Assn Cads, Chicago Coposbagen Dab, Dub., I realty Geneva Hong Kong CONFIDENTIAL SINGLE FAMILY OFFICE Mous ton Numbs" Sohtnnesboog CHIEF FINANCIAL OFFICER London Los Angeles MIKInd Melbourne Merle Crn Morn blasts Munneapoin/Dt Pao llontit Mosta* Mum!". Mune,' New Delhi Prepared by: Jeff Constable New Yo.i Circe Caere, 'We Assignment: Phlahlishu Pegs. Date: March 2015 Rome San fratento suebno Sao Dodo Seek Shang's,' SAdon Vale' 5.11.Otee Sunernd Ssoclboim Sydva Ldlys Urn,. Waffle DC Louth Confidential: This document and the information contained within is confidential and is provided to the named recipient. This information has been prepared in good faith by Spencer Stuart but may require future verification or correction. Distribution or reproduction of this document and/or its contents is strictly prohibited. EFTA00679704  Confidential Single Family Office March 2015 Page 1 SpencerStuart POSITION SPECIFICATION Client Organization The client is a New York City-based single family office, the Principal of which is one of the founders of a large, sophisticated and well-known financial services business. Total assets are in the $546 billion range, and these have historically been very concentrated in the holdings of the original financial services business (but the holdings will diversify with time). The office employs roughly 10 individuals, and while the organization has existed for some time, a new President/CEO of the organization, a longtime friend and advisor to the Principal, is overseeing the creation of a newer incarnation of the organization, with a slightly more structured and professional culture taking shape. The firm is also readying for the build out an investment organization as assets/holdings diversify. The Principal is a first-generation wealth creator with four children in their twenties, so some generational transfer will occur in the coming years. Position Summary and Candidate Profile The client is looking for a Chief Financial Officer who has, preferably, had very senior (CFO) financial experience in a family office with complex private holdings and sophisticated trusts and estates planning. This person will also have robust experience in financial reporting and creating and using accounting systems and attendant reporting. Experience with planes and boats, both from an ownership and chartering perspective is also important as is experience with real estate purchase and construction, HR and IT. In addition, multi-generational experience will be helpful but not required as will be experience with foundations. Finally, as the family makes more private investments, partnership, LLC and corporate accounting and investment structuring is also important. This person should be a hard worker, a good manager and an excellent communicator. He or she should be fully conversant with tax issues and tax accounting but need not be an expert in these areas as there are experts in-house and outside. This position will be based in New York and will report to the President/CEO of the family office, who in turn reports to the Principal. EFTA00679705