family-mission-statement

Name: family-mission-statement
Availability: InStock
Author: terraleiloa

Generate a family mission statement from advisor inputs on values and purpose.

2|Updated Feb 25, 2026

Search Tags:#values #artifact generation #family office #stakeholder review #interview capture #family mission

Ready to run

npx skills add https://github.com/terraleiloa/seren-skills --skill family-mission-statement

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: family-mission-statement
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/family-mission-statement
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill family-mission-statement

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

It helps family offices turn scattered values and aspirations into a cohesive, actionable family mission statement that can guide decisions across generations.

Core Features & Use Cases

Structured interview intake: Collects core values, purpose statement, guiding principles, and long-term aspirations with minimum-viable prompts.
Deliverable generation: Produces a polished markdown artifact plus an interview.json that captures every advisor input.
Optional knowledge + external publishing: Can write memory objects to the knowledge skill (when configured) and push the artifact to sinks like SharePoint, Asana, Snowflake, Outlook, Gmail, and Google Calendar based on config.

Quick Start

Use the family-mission-statement skill to produce a Family Mission Statement for a family by answering the prompts for core values, purpose, guiding principles, and aspirations.

Frequently Asked Questions about family-mission-statement

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

FAQPage Schema

What is a family mission statement and why do I need one for family office planning?▼

A family mission statement consolidates scattered family values and aspirations into a cohesive, actionable guiding document. It helps family offices align decisions across generations by defining core values, purpose, principles, and long-term aspirations.

How do I create a family mission statement from advisor interview inputs?▼

You can create a family mission statement by capturing advisor inputs for core values, purpose, principles, and aspirations through structured interview prompts. The process renders a polished markdown artifact and an interview.json file capturing every input.

Can I publish a generated family mission statement to SharePoint or Snowflake?▼

Yes, the generated family mission statement can be published externally to configured sinks like SharePoint, Asana, Snowflake, Outlook, Gmail, and Google Calendar via a Seren gateway based on your configuration.

Does this workflow capture stakeholder review inputs for family values consolidation?▼

Yes, the workflow captures advisor and stakeholder review inputs through structured interview intake and saves them to an interview.json file. This ensures every core value, principle, and aspiration is recorded for review-ready artifacts.

What file formats are generated when producing a family mission statement?▼

The workflow generates a polished markdown artifact for the family mission statement, an interview.json file containing all captured inputs, and a manifest.json file. It can optionally record structured memory objects when configured.