private-trust-company-formation-plan
CommunityGenerate a private trust company formation plan
Legal & Compliance#governance#capitalization#jurisdiction#advisor workflow#family office#private trust company#formation plan
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Producing a practical, jurisdiction-aware private trust company (PTC) formation plan is time-consuming and requires consolidating legal, governance, and capitalization considerations into one usable deliverable.
Core Features & Use Cases
- PTC formation planning: Produces a structured markdown deliverable covering jurisdiction selection, board composition, and capitalization approach.
- Advisor interview capture: Collects a minimum set of inputs (jurisdiction, AUM expectation, board composition, capitalization plan, and counsel) to personalize the output.
- Execution-ready artifacts: Writes artifact.md plus interview.json and manifest.json to a timestamped artifacts directory for downstream approvals and optional publishing.
Quick Start
Ask the advisor: generate a Private Trust Company Formation Plan for the family based on SD, expected AUM, board composition, capitalization plan, and the counsel firm.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scripts
💻 Claude Code Installation
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Please help me install this Skill: Name: private-trust-company-formation-plan Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#private-trust-company-formation-plan Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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