Assistant Manager Family Office & Succession Advisory

*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:*

Strong 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.