Family Office & Financial Affairs Consultant

Year    Remote, IN, India

Job Description

We are seeking a discreet, proactive, and highly resourceful

Family Office & Financial Affairs Manager

to serve as the single point of coordination for the Hakam family's finances, family affairs, and long-term planning.

This role is ideal for someone with

private wealth, tax advisory, or family office experience

who can help ensure our family is aligned with the best consultants, strategies, and legal structures globally.

Key Responsibilities:



Investment & Wealth Planning



Identify smart, tax-efficient investment strategies across asset classes Coordinate with investment advisors to monitor and rebalance portfolios Track family financial goals and performance

Tax & Insurance Optimization



Connect with top-tier U.S. and international tax consultants Recommend legal structures to reduce personal and business tax burdens Coordinate life, disability, travel, and international insurance planning

Legacy & Family Governance



Help manage the process of

will creation, trusts

, and

inheritance planning

Maintain records of family legal docs, accounts, beneficiaries, POAs Assist with emergency preparedness planning (e.g., passwords, asset access)

Consultant Coordination & Research



Research and vet high-quality professionals (tax, legal, investment, immigration) Ensure Hakam family is always working with vetted, high-integrity experts Set up and track deliverables and timelines from each external party

Administrative Oversight



Keep records organized and accessible across investments, taxes, legal docs Build and maintain a family financial calendar (filings, renewals, reviews) Provide monthly updates with a dashboard of key financial metrics and tasks

Requirements



Strong background in family office, private wealth management, or financial consulting U.S. tax experience is required; UAE/Dubai experience is a major plus High trustworthiness and confidentiality Strong research, documentation, and coordination skills Experience managing multi-jurisdictional financial/estate structures is preferred
Job Type: Full-time

Pay: ?35,000.00 - ?40,000.00 per month

Benefits:

Paid time off Work from home
Experience:

US Taxation: 2 years (Required) Private wealth management: 1 year (Required)
Shift availability:

Night Shift (Required)
Work Location: Remote

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Job Detail

  • Job Id
    JD3872648
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Remote, IN, India
  • Education
    Not mentioned
  • Experience
    Year