Family Office & Financial Affairs Consultant

Learntastic

  • India
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
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 PlanningIdentify smart, tax-efficient investment strategies across asset classesCoordinate with investment advisors to monitor and rebalance portfoliosTrack family financial goals and performanceTax & Insurance OptimizationConnect with top-tier U.S. and international tax consultantsRecommend legal structures to reduce personal and business tax burdensCoordinate life, disability, travel, and international insurance planningLegacy & Family GovernanceHelp manage the process of will creation, trusts, and inheritance planningMaintain records of family legal docs, accounts, beneficiaries, POAsAssist with emergency preparedness planning (e.g., passwords, asset access)Consultant Coordination & ResearchResearch and vet high-quality professionals (tax, legal, investment, immigration)Ensure Hakam family is always working with vetted, high-integrity expertsSet up and track deliverables and timelines from each external partyAdministrative OversightKeep records organized and accessible across investments, taxes, legal docsBuild and maintain a family financial calendar (filings, renewals, reviews)Provide monthly updates with a dashboard of key financial metrics and tasksRequirementsStrong background in family office, private wealth management, or financial consultingU.S. tax experience is required; UAE/Dubai experience is a major plusHigh trustworthiness and confidentialityStrong research, documentation, and coordination skillsExperience managing multi-jurisdictional financial/estate structures is preferredPowered by JazzHR

Learntastic

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