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 skilled 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. Robust analytical, communication and client-management skills with high confidentiality and attention to detail.

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