菜单
Query the estate knowledge graph for family ownership maps, entity hierarchies, net worth by jurisdiction, and critical dates. Use when reviewing the overall estate structure, preparing for attorney meetings, or checking entity status.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Personal budgeting and financial planning skill. Use when: (1) Analyzing spending patterns by category or time period, (2) Comparing budget vs actual spending, (3) Calculating savings rates, (4) Forecasting cash flow, (5) Planning tax-aware financial decisions. Tools: actual-mcp for budget/transaction data, ghostfolio-mcp for investment portfolio context.
Generate family-office HTML emails for family personas. Use `brief` mode for scheduled or report-style outbound emails and `reply` mode for natural in-thread family replies.
Personal portfolio management and investment analysis skill. Use when: (1) Checking portfolio risk (ES, VaR, drawdown), (2) Running rebalancing or optimization, (3) Equity research and valuation, (4) Tax-loss harvesting analysis, (5) Policy/regulatory impact assessment, (6) Performance attribution and benchmarking. Tools: 7 investing-workspace MCP servers + ghostfolio-mcp for portfolio tracking.
Paperless-ngx document filing skill with tagging taxonomy, retention policies, and batch filing workflows. Use when ingesting, tagging, searching, or managing documents in Paperless-ngx.
Two-tier memory system that makes Codex CLI a true household collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Codex understands requests like a family office staff member would. AGENTS.md for working memory, memory/ directory for the full knowledge base.
Canonical ingestion workflow for family-office records: discover candidate files in Google Drive, Gmail attachments, OneDrive, and SharePoint; deduplicate minor variants; choose one canonical document; and upsert into Paperless with normalized title, document type, correspondent, and owner-routing tags. Use when seeding Paperless, running periodic syncs, or cleaning duplicates across storage systems.
| name | estate-overview |
| description | Query the estate knowledge graph for family ownership maps, entity hierarchies, net worth by jurisdiction, and critical dates. Use when reviewing the overall estate structure, preparing for attorney meetings, or checking entity status. |
| Task | Tool |
|---|---|
| List family members | estate-planning.list_people |
| Person details + ownership | estate-planning.get_person |
| List entities | estate-planning.list_entities (filter by type, jurisdiction, status) |
| Entity details | estate-planning.get_entity (ownership, documents, critical dates) |
| List assets (ownership snapshot) | estate-planning.list_assets (filter by type, jurisdiction, owner) |
| Ownership hierarchy | estate-planning.get_ownership_graph (full graph or per-person transitive) |
| Net worth | estate-planning.get_net_worth (by person, jurisdiction, or total) |
| Critical dates | estate-planning.get_upcoming_dates (next N days) |
| Link document | estate-planning.link_document (connect Paperless doc to entity/asset) |
| Valuation history / finance facts | finance-graph.list_valuation_observations and related finance tools |
estate-planning for legal ownership, succession structure, and compliance-state reporting.finance-graph for valuation history and statement facts (PL/CFS/BS, XBRL/OCF).us-legal.search_court_opinions for case law context on trust/estate structuring decisions.us-legal.search_bills for pending trust/estate legislation that may affect structuring.household-tax.estate-planning.list_people — all family members with citizenship and residency status.
For each person of interest: estate-planning.get_person for entity ownership and linked documents.
estate-planning.list_entities — all trusts, LLCs, corps, HUFs with status and jurisdiction.
Group by:
estate-planning.get_ownership_graph — full ownership hierarchy showing who owns what.
For a specific person: estate-planning.get_ownership_graph(person_id=X) for transitive ownership
(A owns B owns C → A effectively owns C with computed percentage).
estate-planning.list_assets — all assets with current valuation snapshots and owners.
Use finance-graph valuation-observation tools when trend history is needed.
Group by:
estate-planning.get_net_worth — aggregated by jurisdiction and currency.
For a specific person: includes both direct and indirect (through entity) ownership.
estate-planning.get_upcoming_dates(days=90) — filing deadlines, renewals, distributions, reviews.
Flag overdue items (due_date < today).
## Estate Snapshot — [Date]
### Family Members
| Name | Citizenship | Residency | Tax ID Type |
|------|-------------|-----------|-------------|
### Entities (Active)
| Entity | Type | Jurisdiction | Formation | Tax ID |
|--------|------|-------------|-----------|--------|
### Ownership Graph
[Hierarchy showing person → entity → entity → asset chains]
### Net Worth by Jurisdiction
| Jurisdiction | Currency | Value | Asset Count |
|-------------|----------|-------|-------------|
### Upcoming Critical Dates (90 days)
| Date | Type | Entity/Asset | Description |
|------|------|-------------|-------------|
### Document Gaps
[Entities or assets missing linked documents]