Job Title: PersonalCFO
Location: Central Illinois
Job type: Part-Time or Fractional ( depends on candidate fit )
Salary: Competitive base + performance incentives
About the Role
A well-established private business family is seeking a highly capable Personal CFO to manage and coordinate the full scope of their personal financial operations. This hands-on role includes oversight of diverse investment portfolios, management of residential and commercial real estate assets, trust administration, tax optimization strategies, and planning for multi-generational wealth transfer. The ideal candidate will have a strong track record in managing sophisticated financial infrastructures for high-net-worth individuals or families. This person will be proactive in identifying financial efficiencies, adept at navigating complex asset structures, and experienced in working closely with legal, accounting, and investment professionals.
Job Responsibilities
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