القائمة
Family office: Produce a specification for consolidated family-office reporting across entities, accounts, and asset classes.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
| name | consolidated-reporting-spec |
| description | Family office: Produce a specification for consolidated family-office reporting across entities, accounts, and asset classes. |
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:
Synthesized from family-office operator interviews (see references/voc-evidence.md for full provenance):
This skill produces a single named deliverable:
Consolidated Reporting Specificationartifact.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/consolidated-reporting-spec/<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.
reporting_platform — Reporting platform (Addepar / Masttro / Eton / spreadsheet)?entities_to_consolidate — Entities to consolidate?asset_classes_in_scope — Asset classes in scope?reporting_cadence — Reporting cadence?key_metrics — Key metrics to surface?recipient_list — Recipient list and their views?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 = "consolidated-reporting-spec"memory_type ∈ {decision, assumption, commitment, open_question}20260419_Family_Office_Skill_Claude_Desigh.md20260420_FamilyOffice_Skills_Plan.mdFamily office: Produce a checklist of every document the CPA needs for tax return preparation. Tailored to the family's entities and income sources.
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