Private Assets Controller

Location : Mexico City

Availability : Frequent international travel

Visa : Valid U.S. visa required

Languages : Fluent English (mandatory)

Position Objective

To ensure full financial control, transparency, and efficiency across all private assets and global operations of a UHNW family, including residences, yachts, aircraft, vehicles, art collections, and private companies .

The Controller will be responsible for financial planning, expense modeling, audits, system implementation, and global cash-flow management . This role requires a discreet, analytical, and trustworthy professional with proven experience in Family Offices or UHNW multi-asset environments .

Key Responsibilities

• Global Financial Oversight : Supervise, consolidate, and analyze all financial statements and operations across international entities, assets, and holdings.
• Financial Forecasting & Modeling : Develop annual expense projections, budgets, and cash-flow models , including operating and maintenance costs for all private assets (homes, yachts, aircraft, vehicles, and art).
• Expense Control & Tracking : Implement and maintain a comprehensive expense control system across all divisions (residences, marine, aviation, staff, travel, etc.), ensuring transparency and accountability.
• Financial Software Implementation : Select, implement, and oversee financial management platforms or ERP systems for global expense tracking and reporting.
• Petty Cash & Banking Supervision : Manage petty cash, bank accounts, transfers, and reconciliations , ensuring accuracy and compliance.
• Audits & Operational Review : Conduct periodic internal audits to assess compliance, efficiency, and financial integrity across all family operations and locations.
• Procurement & Contract Oversight : Review and approve purchases, vendor agreements, and service contracts , maintaining cost efficiency and accountability.
• Process & Policy Development : Design and implement standardized financial procedures and internal controls across all operating jurisdictions.
• Financial Project Management : Create, monitor, and analyze financial projects and investment initiatives , ensuring alignment with strategic and fiscal goals.
• Reporting & Executive Communication : Prepare comprehensive financial reports and presentations for the family and their representatives, ensuring clarity, precision, and confidentiality.

Ideal Candidate Profile

Key Performance Indicators (KPIs)

Compensation & Conditions