wealth-advisory
CommunityHolistic, tax-smart wealth design.
Authortmcga
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Wealth-advisory consolidates multi-disciplinary wealth planning for ultra-high-net-worth families, unifying tax, estate, investment, and governance decisions into a transparent, auditable process.
Core Features & Use Cases
- Retirement and tax-optimized planning with Monte Carlo simulations to assess sustainability and risk.
- Estate and charitable planning including GRATs, trusts, and generation-skipping strategies, integrated with family governance.
- Concentrated-position management and custom liquidity plans that balance liquidity, risk, and legacy goals.
- Cross-functional collaboration with tax, legal, and insurance professionals to implement holistic plans.
Quick Start
Provide a client profile and request a full wealth plan including retirement gap analysis and estate tax optimization using Monte Carlo methods.
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: wealth-advisory Download link: https://github.com/tmcga/alpha-stack/archive/main.zip#wealth-advisory Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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