external-advisor-management-plan
CommunityCreate an advisor management plan for your family office
Product & Management#governance#family office#advisor management#coordination cadence#fee posture#workflow artifact
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It helps family offices coordinate the outside advisors they rely on (legal, tax, custodial, insurance, and consulting) by turning scattered responsibilities into a clear, repeatable management plan.
Core Features & Use Cases
- Advisor roster planning: Capture each advisor’s name, firm, and role so responsibilities are explicit.
- Cadence and fee posture alignment: Define meeting cadence, fee structure, and performance review cadence per advisor to reduce coordination drift.
- Open-issue tracking: Surface current coordination problems that need attention before operational decisions are made.
- Confidentiality-first outputs: Produce an artifact package that includes an interview summary and structured advisor inputs while supporting optional downstream publishing (e.g., DMS/SharePoint, tasks, and storage).
Quick Start
Ask an AI agent to run the external-advisor-management-plan skill to generate your External Advisor Management Plan artifact for your current advisor roster.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scriptsreferences
đź’» Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: external-advisor-management-plan Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#external-advisor-management-plan Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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