
by Family Office
No reviews yetFamily office: Produce a long-term portfolio strategy plan for a single family office. Captures time horizon, liquidity needs, return targets, risk tolerance, and constraints; outputs a memo an advisor hands to the principal.
Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
Invoke when the advisor asks about:
This skill produces a single named deliverable:
Long-Term Portfolio Strategy Planartifact.md) plus a structured
interview.json capturing every advisor input. PDF / DOCX / XLSX companion
renders and DMS / Snowflake push land in the execution-pipeline PR tracked
under issue #427.The artifact is written to a skill-local path, not a global directory:
<invocation-cwd>/artifacts/family-office/long-term-portfolio-strategy-plan/<YYYYMMDD-HHMMSS>/
artifact.md
interview.json
manifest.json
Minimum-viable interview — the skill asks only what is needed to personalize the deliverable. Pre-fill rules against family memory land in the execution- pipeline PR.
time_horizon — Time horizon (years) for the strategy?liquidity_needs — Annual liquidity needs (range, e.g. "$2M-$4M")?return_target — Real return target (e.g. "CPI + 4%")?risk_tolerance — Risk tolerance — conservative / moderate / aggressive?key_constraints — Key constraints (concentrated positions, tax lots, ESG preferences)?review_cadence — Review cadence (annual / semi-annual / quarterly)?python scripts/agent.py --config config.json (or invoke via Claude
Code with a config blob).manifest.json with artifact metadata (name, version,
content hash, pillar, skill_name, created_at).memory_objects table via psycopg if config.memory_dsn is provided.
Without a DSN, memory writes are skipped cleanly.Memories written by this skill are tagged with:
subject = the artifact namesource = "long-term-portfolio-strategy-plan"memory_type ∈ {decision, assumption, commitment, open_question}20260419_Family_Office_Skill_Claude_Desigh.md20260420_FamilyOffice_Skills_Plan.mdFree
npx skills add serenorg/seren-skillsSelect “Family Office · Long-Term Portfolio Strategy Plan” when prompted
openclaw install family-office-long-term-portfolio-strategy-planSee install page for setup instructions
Family Office
Added April 21, 2026