complexity-management-router

name	complexity-management-router
description	Family office: Pillar router for Complexity Management. Classifies a natural-language advisor ask into the matching leaf skill inside the Complexity Management pillar. Catalog rebuild tracked in issue #427.

Family Office · Complexity Management 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 Complexity Management without naming a specific leaf skill. Representative phrases:

• tax strategy
• tax planning memo
• CPA checklist
• tax package checklist
• external advisors
• manage outside advisors
• annual budget
• family budget
• cashflow forecast
• cash management

Dispatch Table

This router maps advisor prompts to the matching leaf skill inside the Complexity Management 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-tax-strategy-memo	Tax Strategy Memo	tax strategy; tax planning memo; year-end tax planning; tax posture
family-office-cpa-tax-package-checklist	CPA Tax Package Checklist	CPA checklist; tax package checklist; tax documents for CPA; CPA document list
family-office-external-advisor-management-plan	External Advisor Management Plan	external advisors; manage outside advisors; advisor roster; legal and tax management plan
family-office-annual-budget-workbook	Annual Budget Workbook	annual budget; family budget; create budget; budget workbook
family-office-cashflow-forecast-worksheet	Cashflow Forecast Worksheet	cashflow forecast; cash management; 12-month cash plan; rolling cashflow
family-office-expedited-funding-access-plan	Expedited Funding Access Plan	expedited funding; emergency liquidity; large cash access; SBLOC plan
family-office-bookkeeping-bill-pay-setup-plan	Bookkeeping & Bill Pay Setup Plan	bookkeeping setup; bill pay plan; family office accounting; internal controls
family-office-document-management-plan	Document Management Plan	document management; DMS plan; folder taxonomy; document retention
family-office-consolidated-reporting-spec	Consolidated Reporting Specification	consolidated reporting; reporting spec; family-office reporting; portfolio reporting requirements
family-office-insurance-coverage-review-worksheet	Insurance Coverage Review Worksheet	insurance review; coverage review; policy audit; insurance worksheet
family-office-insurance-procurement-framework	Insurance Procurement Framework	insurance procurement; buy insurance; insurance RFP; coverage procurement factors
family-office-real-estate-acquisition-plan	Real Estate Acquisition Plan	real estate acquisition; buy property plan; RE acquisition; property purchase plan
family-office-art-acquisition-due-diligence	Art Acquisition Due-Diligence Memo	art acquisition; art due diligence; buy painting; Warhol purchase; art DD
family-office-leisure-asset-ownership-comparison	Leisure Asset Ownership Comparison	jet vs NetJets; leisure asset comparison; fractional vs full ownership; yacht ownership model
family-office-collectibles-acquisition-logistics	Collectibles Acquisition & Logistics Plan	collectibles logistics; classic car transport; rare wine acquisition; Ferrari transport
family-office-concierge-private-aviation-plan	Private Aviation Coordination Plan	private aviation plan; charter aircraft; jet booking plan; flight coordination
family-office-concierge-private-car-plan	Private Car Coordination Plan	private car plan; driver coordination; chauffeur plan; car service roster
family-office-concierge-travel-coordination-plan	Travel Coordination Plan	travel coordination; trip plan; itinerary; family trip logistics
family-office-concierge-personal-shopping-plan	Personal Shopping Plan	personal shopping; shopping plan; gift shopping; wardrobe plan
family-office-concierge-personal-protection-plan	Personal Protection Plan	personal protection; executive protection; security plan; physical security
family-office-password-management-setup-plan	Password Management Setup Plan	password manager setup; 1Password plan; credential vault; family password setup
family-office-virtual-mailbox-setup-plan	Virtual Mailbox Setup Plan	virtual mailbox; mail scanning; mail forwarding plan; remote mail setup

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