wealth-advisory

Automate end-to-end wealth planning for UHNW families with Monte Carlo simulations.

2|Updated Mar 26, 2026

Search Tags:#planning #tax #wealth #estate #multigeneration #uhnw #concentrated-stock

Ready to run

npx skills add https://github.com/tmcga/alpha-stack --skill wealth-advisory

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: wealth-advisory
Source: https://github.com/tmcga/alpha-stack/tree/main/skills/wealth-advisory
Command: npx skills add https://github.com/tmcga/alpha-stack --skill wealth-advisory

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about wealth-advisory

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I integrate tax, estate, and investment planning for ultra-high-net-worth families?▼

Wealth-advisory integrates tax, estate, and investment planning for UHNW families by coordinating inputs from tax, legal, and insurance experts into a single, auditable framework that supports multi-generational governance.

Can I run Monte Carlo simulations for retirement gap analysis?▼

Yes, you can run Monte Carlo retirement planning to assess sustainability and risk. Provide a client profile to request a full wealth plan that includes retirement gap analysis and tax-optimized planning.

What is the best way to manage concentrated stock positions for liquidity and legacy goals?▼

Concentrated-position management is handled by creating custom liquidity plans that balance risk, liquidity needs, and legacy goals within a holistic wealth design framework.

Does this support estate and charitable planning with GRATs and generation-skipping trusts?▼

Yes, estate and charitable planning supports GRATs, trusts, and generation-skipping strategies, integrating these structures directly with family governance and tax optimization.

How do I coordinate cross-functional workflows with tax, legal, and insurance professionals?▼

Cross-disciplinary workflow execution coordinates tax, legal, and insurance professionals to implement holistic plans, delivering auditable recommendations across real estate, mortgage, and life insurance analysis.