
by Family Office
No reviews yetFamily office: Produce a target asset allocation model across public equities, fixed income, alternatives, real assets, and cash. Captures current allocation, target allocation, and drift bands.
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:
Target Asset Allocation Modelartifact.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/target-asset-allocation-model/<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.
current_equities_pct — Current public equity allocation (%)?current_fi_pct — Current fixed income allocation (%)?current_alts_pct — Current alternatives allocation (%)?target_equities_pct — Target public equity allocation (%)?target_fi_pct — Target fixed income allocation (%)?target_alts_pct — Target alternatives allocation (%)?drift_band_pct — Drift band (± %) before rebalance?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 = "target-asset-allocation-model"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 · Target Asset Allocation Model” when prompted
openclaw install family-office-target-asset-allocation-modelSee install page for setup instructions
Family Office
Added April 21, 2026