Orange County, CA (Hybrid)
We are seeking a highly capable and discreet finance leader to serve as a strategic partner to the Founder/CEO of a multi-entity healthcare organization. This role functions as a centralized "family office quarterback," overseeing the coordination, visibility, and optimization of personal and family financial matters. The ideal candidate brings both strong technical financial acumen and sound judgment, with the ability to simplify complexity, anticipate needs, and ensure seamless execution across a network of advisors and investments.
Occasional travel may be required to support investment diligence, advisor meetings, or to represent the principal in select financial matters.
Director of Family Finance • Tustin, CA, United States
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