target-asset-allocation-model

What problem does it solve?

Family office advisors need a consistent way to translate current holdings and strategic intent into a target asset allocation model with measurable drift bands, without manually stitching together inputs and reporting artifacts.

Core Features & Use Cases

• Target allocation model generation: Captures current equities, fixed income, alternatives, and drift band inputs, then produces the corresponding target allocation view across the same pillars.
• Personalized advisor interview + deliverable: Uses a minimal interview to collect only what is needed to tailor the deliverable to the principal’s situation.
• Operational artifacts for review and execution pipelines: Writes a markdown artifact plus a structured interview.json and manifest.json, supporting downstream approval-gated rendering and push steps.

Quick Start

Use the family office advisor to run the target asset allocation model interview and generate the Target Asset Allocation Model deliverable for your current vs target allocation and drift band.