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Claude SKILL.md templates for wealth advisors and family offices: portfolio construction, Monte Carlo retirement planning, tax-loss harvesting, client reporting, and estate planning checklists.
SKILL.md templates are structured prompt frameworks. Copy one into Claude's Projects system prompt — Claude will then follow professional wealth management workflows automatically, step by step, for any task you give it.
Draft comprehensive Investment Policy Statements (IPS) for individual or institutional clients: objectives, constraints, asset allocation targets, rebalancing rules, prohibited investments, and benchmark selection.
Prepare for client investment review meetings: performance attribution, talking points, proactive agenda for life changes, portfolio drift analysis, and Q&A anticipation for difficult markets.
Guide clients through complete estate planning review: will adequacy, trust structures, beneficiary designations, power of attorney, healthcare directives, estate tax exposure, and gifting strategies.
Run Monte Carlo simulation for retirement planning: probability of portfolio surviving 30+ years, safe withdrawal rates, Roth conversion analysis, and Social Security optimization.
Design investment portfolios for individual investors: asset allocation by risk tolerance, efficient frontier construction, factor tilts, core/satellite structure, rebalancing triggers, and tax efficiency.
Identify tax-loss harvesting opportunities across investment accounts, select replacement securities to maintain exposure while avoiding wash sales, and estimate after-tax return improvement.
Choose a template from the list above. Each is a structured prompt framework for a specific wealth management 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 wealth management workflow — step by step, with professional output.