Automate end-to-end wealth planning for UHNW families with Monte Carlo simulations.
npx skills add https://github.com/tmcga/alpha-stack --skill wealth-advisory
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
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.
Provide a client profile and request a full wealth plan including retirement gap analysis and estate tax optimization using Monte Carlo methods.
High-intent search queries and answers about installing and using this skill.
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.
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.
Concentrated-position management is handled by creating custom liquidity plans that balance risk, liquidity needs, and legacy goals within a holistic wealth design framework.
Yes, estate and charitable planning supports GRATs, trusts, and generation-skipping strategies, integrating these structures directly with family governance and tax optimization.
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.
rpoole-devGenerates a client review document with portfolio performance, allocation analysis, talking points, and action items.
trueraCreate and curate ground-truth evaluation datasets for TruLens.
hvkshetryMap estate succession plans across US and India jurisdictions.
r9412460971-cloudBuild comprehensive financial plans with cash flow projections and Monte Carlo simulations.
