Finance Skills for Claude

A skill is a set of instructions you paste into Claude — nothing to install, nothing to configure. Claude follows the method the way an experienced analyst would: the right formula, the right order, the right checks. Each one below is free to copy.

143 skills · Works in Claude Desktop, Claude.ai, Cursor and any chat window
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Family Office & UHNW

7 skills All Family Office & UHNW tools →
Alternative Investment Performance Attribution Analyzer
Analyze a family office's alternative investment portfolio. Calculates IRR, TVPI, RVPI, and DPI by fund/vinta…
For: Family office CIOs, UHNW investors, alternatives …
Estate Planning Scenario Modeler
Model estate planning scenarios for ultra-high-net-worth families. Projects estate tax liability under curren…
For: Estate planning attorneys, family office advisors…
Family Foundation Grantmaking Strategy Builder
Develop a strategic grantmaking plan for a family foundation. Covers mission articulation, focus area selecti…
For: Family foundation executives, philanthropic advis…
Family Governance Charter & Constitution Builder
Draft a family governance charter and constitution for a family office or family business. Covers family valu…
For: Family governance advisors, family office executi…
Multi-Entity Wealth Consolidation Reporter
Consolidate financial positions across multiple legal entities, trusts, and accounts into a single family wea…
For: Family office COOs, CFOs, ultra-high-net-worth fa…
Next-Generation Wealth Education Brief Generator
Prepare educational briefs for family members on key wealth management topics. Covers investment basics, fami…
For: Family office advisors, wealth managers, family g…
Private Asset Valuation Summary for Family Offices
Prepare a quarterly valuation summary for illiquid family office holdings: direct investments, private equity…
For: Family office CIOs, CFOs, auditors, family wealth…
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