capital-allocation-router

name	capital-allocation-router
description	Family office: Pillar router for Capital Allocation. Classifies a natural-language advisor ask into the matching leaf skill inside the Capital Allocation pillar. Catalog rebuild tracked in issue #427.

Family Office · Capital Allocation Router

For Claude: How to Use This Skill

Skill instructions are preloaded in context when this skill is active.

When to Use

Invoke when the advisor asks a natural-language question about Capital Allocation without naming a specific leaf skill. Representative phrases:

• long-term portfolio strategy
• investment policy statement
• asset allocation
• target allocation
• portfolio risk
• risk register
• business exit
• sell business
• new business diligence
• acquire business

Dispatch Table

This router maps advisor prompts to the matching leaf skill inside the Capital Allocation pillar. The table is embedded here (authoring source of truth) and mirrored in DISPATCH.yml for programmatic consumers.

Leaf slug	Artifact	Example triggers
family-office-long-term-portfolio-strategy-plan	Long-Term Portfolio Strategy Plan	long-term portfolio strategy; investment policy statement; portfolio plan; long horizon allocation
family-office-target-asset-allocation-model	Target Asset Allocation Model	asset allocation; target allocation; allocation model; portfolio weights
family-office-portfolio-risk-register	Portfolio Risk Register	portfolio risk; risk register; risk management memo; portfolio risks
family-office-business-exit-strategy	Exit Tax Minimization Plan	business exit; sell business; minimize taxes before selling; exit planning; operating business sale
family-office-new-business-diligence-memo	New Business Diligence Memo	new business diligence; acquire business; evaluate new business; business investment memo
family-office-investment-operations-review-checklist	Investment Operations Review Checklist	investment operations review; ops review; custody check; reconciliation review
family-office-client-sourced-deal-review-memo	Client-Sourced Deal Review Memo	client sourced deal; principal brought a deal; friend referral investment; review this deal
family-office-manager-dd-hedge-fund	Hedge Fund Manager DD Memo	hedge fund manager DD; hedge fund due diligence; HF allocation memo; evaluate hedge fund
family-office-manager-dd-private-equity	Private Equity Manager DD Memo	private equity manager DD; PE fund due diligence; buyout fund memo; PE allocation
family-office-manager-dd-private-debt	Private Debt Manager DD Memo	private debt DD; private credit manager; direct lending fund; private debt allocation
family-office-manager-dd-venture-capital	Venture Capital Manager DD Memo	venture capital manager DD; VC fund due diligence; seed fund memo; VC allocation
family-office-manager-dd-real-assets	Real Assets Manager DD Memo	real assets manager DD; infrastructure fund; natural resources fund; commodities allocation
family-office-manager-dd-real-estate	Real Estate Manager DD Memo	real estate manager DD; RE fund due diligence; property fund memo; real estate allocation
family-office-manager-dd-direct-co-investment	Direct / Co-Investment DD Memo	direct investment DD; co-investment memo; SPV memo; direct co-invest
family-office-manager-dd-esg-impact	ESG / Impact Manager DD Memo	ESG manager DD; impact fund due diligence; impact investing memo; ESG allocation
family-office-esg-impact-investing-mandate	ESG / Impact Investing Mandate	ESG mandate; impact mandate; impact investing policy; ESG investment policy

Workflow

1. The router reads the advisor's prompt.
2. It matches trigger phrases to the leaf skill whose artifact best fits.
3. It confirms the match with the advisor if confidence is borderline ("Nearest skill is X — run it?").
4. If no leaf matches, it returns a clear "not built in this iteration" message and suggests logging the ask as an open question.

Non-goals for this iteration

This router does not programmatically invoke the leaf skill's Python agent. Cross-skill invocation is handled by the Claude Code harness: the router's job is to name the right leaf so the harness invokes it. The programmatic orchestration pipeline ships under the execution-pipeline PR tracked in issue #427.

Composition

If the advisor's ask implies more than one leaf artifact (example: "exit the business AND plan the philanthropic vehicle that catches the proceeds"), the router proposes a two-leaf sequence with a shared interview that minimizes duplicate questions.

Reference

• Design spec: 20260419_Family_Office_Skill_Claude_Desigh.md
• Catalog rebuild tracking: https://github.com/serenorg/seren-skills/issues/427