onboard-family-office
OfficialEnd-to-end onboarding for family offices.
Authorintelligent-alpha
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This onboarding workflow provides a thorough, repeatable seven-stage session to capture who the family is, their data sources, ingested history, philosophy, and house style, establishing a shared memory and governance for downstream skills.
Core Features & Use Cases
- Seven-stage onboarding session that can run in a focused workshop.
- Builds fundamental memory artifacts: philosophy, house style, people, data-scope, managers, deals, decisions, and portfolio model.
- Provides a stable workflow with onboarding locks, progress tracking, and change logs for auditability.
Quick Start
Initiate Stage 1 by capturing the family identity and data sources to start the seven-stage onboarding workflow.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 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: onboard-family-office Download link: https://github.com/intelligent-alpha/plugins/archive/main.zip#onboard-family-office Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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