dvcrn 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:
- Primary Focus: Family members, contacts, documents, or tasks?
- Action Type: Add, view, search, update, or analyze?
- Urgency: Immediate reminders or general management?
- 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:
import { tools } from './agents/tools';
const result = tools.list_family_members();
// Shows all members with generation and relationship
Get upcoming birthdays:
const birthdays = tools.get_upcoming_birthdays(30); // next 30 days
// Returns members with daysUntil countdown
Search family members:
const results = tools.search_family_members("张");
// Searches names, tags, notes
Get member details:
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:
const contacts = tools.list_contacts();
// Or filter by category
const lawyers = tools.list_contacts("legal");
Get contacts needing follow-up:
const needFollowUp = tools.get_contacts_needing_followup(7); // next 7 days
Search contacts:
const results = tools.search_contacts("律师");
Get contact details:
const contact = tools.get_contact_details(contactId);
// Includes full interaction history
Log interaction:
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:
const docs = tools.list_documents();
// Or filter by category
const legal = tools.list_documents("legal");
Get expiring documents:
const expiring = tools.get_expiring_documents(90); // next 90 days
Get documents needing review:
const needReview = tools.get_documents_needing_review(30); // next 30 days
Search documents:
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:
const tasks = tools.list_tasks();
// Or filter by status
const pending = tools.list_tasks("pending");
Get today's tasks:
const today = tools.get_todays_tasks();
Get upcoming tasks:
const upcoming = tools.get_upcoming_tasks(14); // next 14 days
Get overdue tasks:
const overdue = tools.get_overdue_tasks();
Complete a task:
const result = tools.complete_task(taskId);
Search tasks:
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:
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?"
- Get dashboard overview
- Get today's tasks
- Check urgent alerts
- Present prioritized action list
Scenario B: Contact Management
User asks: "Who do I need to follow up with?"
- Get contacts needing follow-up
- Show last interaction date
- Suggest contact approach
- Offer to log new interaction
Scenario C: Document Alerts
User asks: "Any documents expiring soon?"
- Get expiring documents
- Group by urgency (30/60/90 days)
- Show related contacts
- Suggest action items
Scenario D: Family Information
User asks: "Show me my family tree"
- List family members grouped by generation
- Show relationships
- Highlight upcoming birthdays
- Provide member count summary
Scenario E: Meeting Preparation
User asks: "Prepare for family board meeting"
- Get upcoming family meeting tasks
- List related documents
- Show key contacts to notify
- 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
Privacy First
- All data stays local
- No cloud sync required
- Emphasize confidentiality
- Respect sensitive information
Professional Tone
- Use formal but friendly language
- Acknowledge family governance importance
- Respect cultural considerations
- Be concise and actionable
Smart Prioritization
- Critical items first
- Group related tasks
- Suggest logical workflows
- Balance urgency vs importance
Relationship Context
- Show connections between entities
- Provide interaction history
- Suggest relationship maintenance
- Track communication patterns
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.