Family Office Associate
4 weeks ago
We are looking for a highly organized and proactive individual to manage the backend of personal financial affairs, operating like a small family office. The ideal candidate will ensure compliance, maintain transparency, and actively seek opportunities to optimize finances and asset growth. About us CodeVyasa is a mid-sized product engineering company that works with top-tier product/solutions companies such as McKinsey, Walmart, RazorPay, Swiggy, and others. We are about 550+ people strong and we cater to Product & Data Engineering use-cases around Agentic AI, RPA, Full-stack and various other GenAI areas. Key Responsibilities: 1. Expense & Cashflow Management Track, categorize, and manage monthly personal and business-related expenses. Maintain digital dashboards using tools like Zoho Books, Google Sheets, or Notion. Reconcile credit cards, UPI transactions, and reimbursements. Generate monthly financial summaries with actionable insights, including savings %, lifestyle inflation, and spending trends. 2. Asset & Real Estate Oversight Monitor and track personal and investment assets, including real estate holdings. Coordinate with brokers, registrars, and legal entities for audits, property tax, and rent agreements. Track asset appreciation and provide recommendations for hold/sell decisions. 3. Legal, Trust & Structuring Research and coordinate the creation of personal trusts or family office entities. Liaise with Chartered Accountants, lawyers, and other professionals to establish optimal tax and inheritance structures. Ensure all legal and regulatory requirements are met and properly documented. Qualifications & Skills: Proven experience in personal finance management, accounting, or family office operations. Strong knowledge of accounting tools and financial dashboards (Zoho Books, Notion, Excel/Sheets). Understanding of tax planning, estate planning, and trust structures. Highly organized, detail-oriented, and able to handle sensitive information with discretion. Excellent communication and coordination skills. Why Join: Opportunity to manage comprehensive personal finance operations. Work closely with professionals across finance, law, and real estate. Be part of a structured, opportunity-seeking financial ecosystem.
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Associate
2 weeks ago
bangalore, India Versetti Family Office Full timeCompany DescriptionVersetti Family Office, founded by serial entrepreneur Angel Versetti, is dedicated to advancing the boldest longevity ventures with funding, strategic guidance, and operational support. As a Longevity Venture Builder, we act as the founding investor and incubator for select startups with science-backed IP, focusing on lifespan and...
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Head - Concierge Services
2 days ago
bangalore, India Entrust Family Office Full timeAbout Entrust Family Office Entrust Family Office is a leading Multi-Family Office committed to serving ultra-high-net-worth individuals (UHNI) and uber-wealthy families with a comprehensive range of financial and non-financial services, tailored to their unique needs. Position Overview: Head - Concierge Services Entrust Family Office is building a...
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Head - Concierge Services
1 day ago
Bangalore, India Entrust Family Office Full timeAbout Entrust Family Office Entrust Family Office is a leading Multi-Family Office committed to serving ultra-high-net-worth individuals (UHNI) and uber-wealthy families with a comprehensive range of financial and non-financial services, tailored to their unique needs. Position Overview: Head - Concierge Services Entrust Family Office is building a...
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Family Office
1 week ago
bangalore, India Kaufman Rossin Full timeWhy We Stand OutSeeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you Kaufman Rossin Professional Services Private Limited's (the "Company") offices are located in the World Trade Center (WTC) in Bangalore, Karnataka, India, and at Udyog Vihar, in Gurgaon,...
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Head - Concierge Services
2 days ago
bangalore, India Entrust Family Office Full timeAbout Entrust Family OfficeEntrust Family Office is a leading Multi-Family Office committed to serving ultra-high-net-worth individuals (UHNI) and uber-wealthy families with a comprehensive range of financial and non-financial services, tailored to their unique needs.Position Overview: Head - Concierge ServicesEntrust Family Office is building a world-class...
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Head - Concierge Services
13 hours ago
Bangalore Division, India Entrust Family Office Full timeAbout Entrust Family Office Entrust Family Office is a leading Multi-Family Office committed to serving ultra-high-net-worth individuals (UHNI) and uber-wealthy families with a comprehensive range of financial and non-financial services, tailored to their unique needs. Position Overview: Head - Concierge Services Entrust Family Office is building a...
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Head - Concierge Services
13 hours ago
bangalore district, India Entrust Family Office Full timeAbout Entrust Family Office Entrust Family Office is a leading Multi-Family Office committed to serving ultra-high-net-worth individuals (UHNI) and uber-wealthy families with a comprehensive range of financial and non-financial services, tailored to their unique needs. Position Overview: Head - Concierge Services Entrust Family Office is building a...
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Software Engineer
3 weeks ago
bangalore, India Versetti Family Office Full timeCompany DescriptionVersetti Family Office, founded by serial entrepreneur Angel Versetti, focuses on fostering groundbreaking longevity ventures. The Family Office operates a Longevity Venture Builder, acting as the founding investor, co-founder, and incubator for a select group of science-backed startups aiming to extend human lifespan and healthspan. With...
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Software Developer
4 weeks ago
bangalore, India Versetti Family Office Full timeCompany DescriptionVersetti Family Office, founded by serial entrepreneur Angel Versetti, focuses on longevity ventures, providing funding, strategic guidance, and operational support. Serving as the founding investor, commercial co-founder, and incubator, we back startups with science- and evidence-based IP. We commit up to $4m of our own capital for...
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Data Analyst
2 weeks ago
bangalore, India Versetti Family Office Full timeCompany DescriptionVersetti Family Office, founded by entrepreneur Angel Versetti, is dedicated to advancing longevity ventures through funding, strategic guidance, and operational support. Operating a Longevity Venture Builder, the company plays an integral role as a founding investor, co-founder, and incubator for longevity-focused startups with...
