Skill: zhenstaff/family-steward (version 1.0.0)

--- name: Family Steward description: AI-powered family office management system for ultra-high-net-worth families - manage family members, professional contacts, legal documents, and tasks with natural language version: 1.0.0 homepage: https://github.com/ZhenRobotics/openclaw-family-steward metadata: {"clawdbot":{"emoji":"🏰","tags":["family-office","wealth-management","crm","document-management","task-management","uhnw","family-governance","enterprise","contact-network","legal-documents"],"requires":{"bins":["node"],"env":[],"config":[]},"install":["npm install"],"os":["darwin","linux","win32"]}} --- # Family Steward - Elite Family Office Management This skill enables you to manage ultra-high-net-worth family offices with comprehensive tools for member management, professional contact networks, document tracking, and task coordination. ## When to Activate This Skill Activate this skill when the user: - Needs to manage family member information and relationships - Wants to track professional contacts (lawyers, advisors, bankers) - Requires document management for legal files, trusts, contracts - Seeks task and meeting coordination - Asks for birthday or important date reminders - Needs document expiry alerts - Wants dashboard overview of family affairs ## Step 1: Identify User Needs First, determine: 1. **Primary Focus**: Family members, contacts, documents, or tasks? 2. **Action Type**: Add, view, search, update, or analyze? 3. **Urgency**: Immediate reminders or general management? 4. **Scope**: Single item or comprehensive dashboard? Ask clarifying questions if unclear. Examples: - "Are you looking to manage family members, contacts, documents, or tasks?" - "Do you need to add new information or view existing data?" - "Would you like today's priorities or a full overview?" ## Step 2: Use Appropriate Tools ### Family Member Management **List all family members:** ```typescript import { tools } from './agents/tools'; const result = tools.list_family_members(); // Shows all members with generation and relationship ``` **Get upcoming birthdays:** ```typescript const birthdays = tools.get_upcoming_birthdays(30); // next 30 days // Returns members with daysUntil countdown ``` **Search family members:** ```typescript const results = tools.search_family_members("张"); // Searches names, tags, notes ``` **Get member details:** ```typescript const member = tools.get_family_member(memberId); // Full profile with education, career, contacts ``` **Present Results:** ``` 👨‍👩‍👧‍👦 Family Members (Total: X) Generation 1 (Patriarch/Matriarch): - [Name] (Relationship) - [DOB] Generation 2 (Children): - [Name] (Relationship) - [DOB] 🎂 Upcoming Birthdays (next 30 days): - [Name] - in [X] days ``` ### Professional Contact Network **List all contacts:** ```typescript const contacts = tools.list_contacts(); // Or filter by category const lawyers = tools.list_contacts("legal"); ``` **Get contacts needing follow-up:** ```typescript const needFollowUp = tools.get_contacts_needing_followup(7); // next 7 days ``` **Search contacts:** ```typescript const results = tools.search_contacts("律师"); ``` **Get contact details:** ```typescript const contact = tools.get_contact_details(contactId); // Includes full interaction history ``` **Log interaction:** ```typescript const result = tools.log_contact_interaction(contactId, { date: "2026-03-08", type: "meeting", subject: "Quarterly review", notes: "Discussed estate planning updates" }); ``` **Present Results:** ``` 🤝 Professional Contacts Legal (X contacts): - [Name] - [Role] - [Organization] Last contact: [Date] Next follow-up: [Date] Financial (X contacts): - [Name] - [Role] - [Organization] ⚠️ Need Follow-up (within 7 days): - [Name] ([Role]) - [Date] ``` ### Document Management **List documents:** ```typescript const docs = tools.list_documents(); // Or filter by category const legal = tools.list_documents("legal"); ``` **Get expiring documents:** ```typescript const expiring = tools.get_expiring_documents(90); // next 90 days ``` **Get documents needing review:** ```typescript const needReview = tools.get_documents_needing_review(30); // next 30 days ``` **Search documents:** ```typescript const results = tools.search_documents("信托"); ``` **Present Results:** ``` 📁 Document Management Total Documents: X By Category: - Legal: X docs (X expiring soon) - Trust: X docs - Property: X docs - Financial: X docs ⏰ Expiring Soon (next 90 days): - [Title] ([Category]) - expires in [X] days Related: [Contacts/Members] 📋 Need Review (next 30 days): - [Title] ([Category]) - review by [Date] ``` ### Task & Schedule Management **List tasks:** ```typescript const tasks = tools.list_tasks(); // Or filter by status const pending = tools.list_tasks("pending"); ``` **Get today's tasks:** ```typescript const today = tools.get_todays_tasks(); ``` **Get upcoming tasks:** ```typescript const upcoming = tools.get_upcoming_tasks(14); // next 14 days ``` **Get overdue tasks:** ```typescript const overdue = tools.get_overdue_tasks(); ``` **Complete a task:** ```typescript const result = tools.complete_task(taskId); ``` **Search tasks:** ```typescript const results = tools.search_tasks("会议"); ``` **Present Results:** ``` ✅ Task Management Today's Tasks (X): - [CRITICAL] [Title] - [HIGH] [Title] Upcoming (next 14 days): - [Date] - [Priority] [Title] ⚠️ Overdue (X tasks): - [Title] - [X] days overdue Statistics: - Total: X - Pending: X - In Progress: X - Completed: X ``` ### Dashboard Overview **Get comprehensive dashboard:** ```typescript const dashboard = tools.get_dashboard(); ``` **Present Results:** ``` 🏰 FAMILY STEWARD DASHBOARD ━━━━━━━━━━━━━━━━━━━━━━━━━━━ 👨‍👩‍👧‍👦 Family: X members 🎂 X birthdays coming up 🤝 Contacts: X total ⚠️ X need follow-up 📁 Documents: X total ⏰ X expiring soon 📋 X need review ✅ Tasks: X total 📌 X for today ⚠️ X overdue 🚨 Alerts: - [Alert 1] - [Alert 2] ``` ## Step 3: Handle Common Scenarios ### Scenario A: Daily Briefing **User asks: "What do I need to do today?"** 1. Get dashboard overview 2. Get today's tasks 3. Check urgent alerts 4. Present prioritized action list ### Scenario B: Contact Management **User asks: "Who do I need to follow up with?"** 1. Get contacts needing follow-up 2. Show last interaction date 3. Suggest contact approach 4. Offer to log new interaction ### Scenario C: Document Alerts **User asks: "Any documents expiring soon?"** 1. Get expiring documents 2. Group by urgency (30/60/90 days) 3. Show related contacts 4. Suggest action items ### Scenario D: Family Information **User asks: "Show me my family tree"** 1. List family members grouped by generation 2. Show relationships 3. Highlight upcoming birthdays 4. Provide member count summary ### Scenario E: Meeting Preparation **User asks: "Prepare for family board meeting"** 1. Get upcoming family meeting tasks 2. List related documents 3. Show key contacts to notify 4. Create agenda checklist ## Step 4: Provide Context and Guidance ### Always Include: - **Status summary** - Current state overview - **Priority items** - What needs attention first - **Due dates** - When actions are needed - **Relationships** - Connected contacts/documents - **Next steps** - Specific actionable items ### Use Clear Formatting: - Emoji for visual clarity (👨‍👩‍👧‍👦🤝📁✅🚨⏰) - Grouped information by category - Priority indicators ([CRITICAL], [HIGH], etc.) - Countdown timers (in X days) - Clean section separators ### Be Proactive: - Highlight urgent items first - Suggest follow-up actions - Remind about deadlines - Connect related information - Offer deeper analysis when relevant ## Important Guidelines 1. **Privacy First** - All data stays local - No cloud sync required - Emphasize confidentiality - Respect sensitive information 2. **Professional Tone** - Use formal but friendly language - Acknowledge family governance importance - Respect cultural considerations - Be concise and actionable 3. **Smart Prioritization** - Critical items first - Group related tasks - Suggest logical workflows - Balance urgency vs importance 4. **Relationship Context** - Show connections between entities - Provide interaction history - Suggest relationship maintenance - Track communication patterns 5. **Data Quality** - Note missing information - Suggest data completion - Validate dates and deadlines - Flag inconsistencies ## Common Questions & Responses **"Show me my dashboard"** → Use get_dashboard() and present formatted overview **"Any birthdays coming up?"** → Use get_upcoming_birthdays(30) and list with countdown **"Who's my family lawyer?"** → Search contacts with category="legal", show details and interaction history **"What documents expire soon?"** → Use get_expiring_documents(90), group by urgency **"What's on my plate today?"** → Combine get_todays_tasks() with dashboard alerts **"I met with [contact] today"** → Use log_contact_interaction() to record meeting **"Find all trust documents"** → Use search_documents("trust") or list_documents("trust") ## Error Handling ### No Data Yet ``` "You haven't added any [family members/contacts/documents/tasks] yet. Would you like to start by adding one?" ``` ### Search Returns Empty ``` "No results found for '[keyword]'. Try searching by [alternative field] or show me all items?" ``` ### Missing Required Info ``` "To [action], I need [specific information]. Could you provide that?" ``` ## Success Metrics A successful execution means: - ✅ User gets clear, actionable overview - ✅ Priority items are highlighted - ✅ Relationships between entities are shown - ✅ Next steps are specific and timely - ✅ Confidentiality and professionalism maintained ## Version History **v1.0.0** - Initial Release - Family member management with genealogy tracking - Professional contact CRM with interaction history - Document management with expiry tracking - Task and meeting coordination - Comprehensive dashboard - 20 AI agent tools - CLI interface with multiple commands - Local JSON storage for privacy **Future Enhancements:** - Web interface - Relationship visualization - Multi-user collaboration - Cloud sync (optional) - Financial portfolio integration - Advanced analytics --- Remember: You are managing highly sensitive family information for ultra-high-net-worth families. Always maintain professionalism, respect privacy, and provide actionable insights that help family offices operate smoothly and efficiently.


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: suspicious (CRITICAL)