
by Family Office
No reviews yetFamily office: Top-level natural-language router for the Seren family-office catalog. Classifies an advisor ask into one of three pillars (Capital Allocation, Complexity Management, Legacy Preservation) and delegates to the pillar router, which in turn invokes the matching leaf. Single-family-office tenancy. Catalog rebuild tracked in issue #427.
Skill instructions are preloaded in context when this skill is active.
Invoke when the advisor asks any family-office question in natural language without naming a specific skill or pillar. Representative phrases:
Every family-office ask fits into one of three pillars:
family-office-capital-allocation-routerfamily-office-complexity-management-routerfamily-office-legacy-preservation-routerAdvisor: "What should my client do to minimize taxes before selling their
business?"
→ Top router classifies as Capital Allocation.
→ Delegates to family-office-capital-allocation-router.
→ That router matches trigger "sell business" → invokes
family-office-business-exit-strategy.
→ The leaf runs an interview, renders the Exit Tax Minimization Plan, and
writes artifact.md + interview.json + manifest.json under
artifacts/family-office/business-exit-strategy/<timestamp>/.
PDF / DOCX / XLSX renders, DMS push (SharePoint + Egnyte), Snowflake ingest, and approval-gated execution actions land in the execution-pipeline PR tracked under issue #427.
The top-level router does not programmatically invoke Python agents; the Claude Code harness does that when the router names the right skill. This skill's job is classification, not orchestration.
20260419_Family_Office_Skill_Claude_Desigh.md20260420_FamilyOffice_Skills_Plan.mdFree
npx skills add serenorg/seren-skillsSelect “Family Office · Top-Level Router” when prompted
Family Office
Added April 21, 2026