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Claude SKILL.md templates for family office professionals: multi-entity wealth consolidation, alternative investment reporting, estate planning, charitable giving strategy, and dynasty trust analysis.
SKILL.md templates are structured prompt frameworks. Copy one into Claude's Projects system prompt — Claude will then follow professional family office & uhnw workflows automatically, step by step, for any task you give it.
Analyze a family office's alternative investment portfolio. Calculates IRR, TVPI, RVPI, and DPI by fund/vintage, benchmarks against ILPA standards, and identifies concentration and liquidity risks.
Model estate planning scenarios for ultra-high-net-worth families. Projects estate tax liability under current law and proposed changes, compares gifting strategies (GRAT, SLAT, ILIT, dynasty trust), and estimates wealth transfer efficiency.
Develop a strategic grantmaking plan for a family foundation. Covers mission articulation, focus area selection, grant sizing strategy, RFP design, grantee evaluation criteria, and impact measurement framework.
Draft a family governance charter and constitution for a family office or family business. Covers family values, decision-making frameworks, employment policy, ownership transfers, conflict resolution, and family council structure.
Consolidate financial positions across multiple legal entities, trusts, and accounts into a single family wealth report. Aggregates net worth, asset allocation, performance attribution, and liquidity by entity and in total.
Prepare educational briefs for family members on key wealth management topics. Covers investment basics, family governance, trust structures, philanthropy, and financial responsibility tailored to next-gen family members.
Prepare a quarterly valuation summary for illiquid family office holdings: direct investments, private equity stakes, real estate, and closely-held businesses. Applies ASC 820 fair value principles and documents valuation methodology.
Choose a template from the list above. Each is a structured prompt framework for a specific family office & uhnw workflow.
Open Claude → Create a Project → paste the SKILL.md into the project system prompt. Claude now follows the workflow automatically.
Describe your task in plain English. Claude executes the full family office & uhnw workflow — step by step, with professional output.