
by Family Office
No reviews yetFamily office: Produce a tax strategy memo for the family. Captures current year tax posture, elections, harvesting opportunities, and planning moves.
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:
Tax Strategy Memoartifact.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/tax-strategy-memo/<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.
tax_year — Tax year?expected_agi_range — Expected AGI range?key_income_sources — Key income sources (W2, K-1, LTCG, carried)?pending_elections — Pending elections (mark-to-market, QSBS, etc.)?harvesting_opportunities — Loss-harvesting opportunities?cpa_firm — CPA firm preparing the return?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 = "tax-strategy-memo"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 · Tax Strategy Memo” when prompted
openclaw install family-office-tax-strategy-memoSee install page for setup instructions
Family Office
Added April 21, 2026