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Family Office Controller
Family Office ControllerGrassi • West Palm Beach, Florida, United States
Family Office Controller

Family Office Controller

Grassi • West Palm Beach, Florida, United States
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Position : Family Office Controller

Location : West Palm Beach / Palm Beach Island / Boca Raton / Jupiter, FL (Local candidates only)

Company : ICAM Capital Management (Iovino)

Overview :

ICAM Capital Management is seeking a seasoned Family Office Controller to oversee and manage the financial operations of a sophisticated family office. This is a unique opportunity for a finance professional with light CFO-level experience and a strong background in family office environments to join a dynamic and growing organization.

Key Responsibilities :

  • Oversee day-to-day accounting and financial reporting for the family office and related entities.
  • Manage cash flow, budgeting, forecasting, and financial planning.
  • Coordinate with external advisors including tax professionals, legal counsel, and investment managers.
  • Ensure compliance with regulatory requirements and internal controls.
  • Prepare consolidated financial statements and reports for family stakeholders.
  • Monitor investment performance and assist with portfolio reporting.
  • Handle trust and estate accounting, philanthropic initiatives, and other family-related financial matters.
  • Support strategic financial decision-making and long-term planning.

Qualifications :

  • Proven experience in a family office setting, ideally in a Controller or light CFO capacity.
  • Strong understanding of high-net-worth individual financial structures, including trusts, partnerships, and investment vehicles.
  • CPA or equivalent preferred.
  • Exceptional discretion, integrity, and professionalism.
  • Proficiency in financial software and reporting tools.
  • Excellent communication and organizational skills.
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    Controller • West Palm Beach, Florida, United States

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