family-governance-charter

Generate a family office governance charter from interview inputs.

2|Updated Feb 25, 2026
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill family-governance-charter
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: family-governance-charter
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/family-governance-charter
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill family-governance-charter

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, psycopg[binary], snowflake-connector-python, and includes scripts (resource) components.

What problem does it solve?

Family offices often struggle to formalize governance principles, decision-making bodies, roles, meeting cadence, and conflict-resolution processes into a clear, consistent charter.

Core Features & Use Cases

  • Guided minimum-viable interview: Collects exactly the inputs needed to tailor the charter to your family office.
  • One-click charter deliverable: Generates a named Family Governance Charter artifact plus an interview.json capturing advisor inputs.
  • Execution-ready outputs: Writes artifact.md, interview.json, and manifest.json to a skill-local timestamped directory.

Quick Start

Use the family-governance-charter skill to produce a governance charter by answering the prompts for governance_principles, bodies, roles, meeting_cadence, and conflict_resolution.

Frequently Asked Questions about family-governance-charter

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
What is a family governance charter and when do I need one?

A family governance charter formalizes governance principles, decision-making bodies, roles, meeting cadence, and conflict-resolution processes into a clear, consistent document. It is needed when a family office requires structured internal alignment and advisor-led governance planning.

What files are generated when creating a family governance charter?

The Skill produces three execution-ready outputs: an artifact.md file containing the named Family Governance Charter, an interview.json capturing advisor inputs, and a manifest.json with content hashing, all written to a timestamped directory.

Does this approach work for advisor-led family office governance planning?

Yes, the Skill is designed for advisor-led governance planning across family council charter and family rules documentation scenarios. It applies directly to immediate internal alignment within a family office structure.

Are there limitations to the family governance charter generation process?

The Skill supports advisor-led governance planning for family council charters and family rules documentation, producing immediate internal alignment. It is limited to the inputs provided during the interview and does not dynamically update post-generation.