Assistant Manager Family Office & Succession Advisory

Qualification: CA preferred

Experience: 1–3 years

Location: Mumbai

Role

Work closely with the leadership team on family office, wealth, taxation, family business and succession advisory assignments.

Key Responsibilities:

- Analyse family assets, businesses, investments and financial structures.
- Assist with taxation, financial planning and structuring.
- Support succession planning, trusts, wills, family settlements and wealth transfer assignments.
- Coordinate with clients, CAs, lawyers and other professional advisors.
- Participate in client meetings and prepare reports, presentations, minutes and action plans.
- Conduct research and contribute to advisory frameworks and solutions.

Skills:

Solid understanding of finance, taxation and financial statements, with basic knowledge of law, trusts and succession planning. Strong analytical, communication and client-management skills with high confidentiality and attention to detail.

📌 Assistant Manager Family Office & Succession Advisory (Mumbai)
🏢 Choice International
📍 Mumbai