Routes financial advisor requests to appropriate specialty services.
npx skills add https://github.com/terraleiloa/seren-skills --skill router-terraleiloa
Please help me install this Agent Skill. Skill: router Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/router Command: npx skills add https://github.com/terraleiloa/seren-skills --skill router-terraleiloa
Family-office advisors need fast, correct guidance across investing, tax/cashflow/operations, and estate/legacy planning without first knowing which specialized skill or pillar applies.
Use case examples:
Say: "Classify my family-office question and route me to the right planning skill: create a budget for my client for 2026."
High-intent search queries and answers about installing and using this skill.
To route a family-office question, classify the natural-language request into one of three pillars: Capital Allocation, Complexity Management, or Legacy Preservation. The router then dispatches the request to the matching pillar for specialized handling.
If a wealth management question spans multiple pillars, the router asks a single clarifying question to determine the primary intent. It then proceeds with deterministic dispatch to the correct pillar router for delegation.
Yes, you can use this to plan a family budget for a future year. The router classifies budgeting and cashflow requests under Complexity Management and delegates the task to the appropriate pillar router pathway.
Estate planning and legacy preservation routing requires natural-language advisor questions covering topics like mission, values, or legacy-oriented items. The router classifies these into Legacy Preservation and dispatches them to the matching pillar.
Tax planning routing before a business sale works by mapping the advisor's request to Capital Allocation. The router identifies the relevant leaf within that pillar and delegates the query to minimize taxes effectively.
When no confident planning pillar exists, the router applies a safe fallback mechanism. This prevents incorrect delegation when the family-office request cannot be clearly classified into Capital Allocation, Complexity Management, or Legacy Preservation.
terraleiloaRoute natural-language advisor questions to matching capital allocation leaf artifacts.
fall-development-robPrepare wealth management client deliverables with auditable advisory workflows.
terraleiloaRoute ambiguous family-office advisor questions to the correct leaf skill and artifact.
terraleiloaGenerate a year-specific family office tax strategy memo from advisor interview inputs.
