6 skills · sorted by relevance
Script a multi-turn tutoring dialogue with branching responses for anticipated student difficulties. Use when designing AI tutors, chatbot interactions, or structured one-to-one support scripts.
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Prepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and beneficiaried at the custodian and portfolio platforms (Schwab, Orion/Addepar, iCapital) — surfacing unfunded trusts, titling mismatches, and beneficiary gaps as a prioritized flags list. The only write is creating advisor-approved follow-up tasks in the CRM (optional, approved first). Never drafts trust language, gives legal advice, retitles an account, or changes a beneficiary. Triggers on "estate brief", "estate meeting brief", "estate and tax brief", "estate plan review for [client]", "check [client]'s trust funding", "are [client]'s beneficiaries up to date", or "does [client]'s estate plan match their accounts".
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Prepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital or Addepar (positions, NAV vs. commitment, called and unfunded amounts, contributions/distributions/subscriptions/redemptions, lockups, and the platform's own IRR/TVPI/DPI/RVPI) and sits it beside the liquid book and IPS target from the connected portfolio system (Orion Connect, Addepar, or Envestnet), then flags cash needed for capital calls, alts % vs. target, concentration, unfunded concentration, and stale as-of data. Cites the source platform on every figure and keeps disclosures on the page. Does not recommend funds, forecast NAVs/IRRs, or simulate allocation changes. Triggers on "alts brief", "/alts-brief", "prep the [client]'s alts review", "what's going on with [client]'s PE/private investments", "how's [client] doing on their alts", or any request to review a household's alternative investment positions before a meeting.
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Script a multi-turn tutoring dialogue with branching responses for anticipated student difficulties. Use when designing AI tutors, chatbot interactions, or structured one-to-one support scripts.
The English summary is being prepared. Showing the original description.
This skill should be used when the user asks how to "use VibeTags", "add VibeTags annotations", "set up AI guardrails", "protect code from AI", "configure AI platforms", asks about @AILocked, @AIContext, @AIDraft, @AIAudit, @AIIgnore, @AIPrivacy, @AICore, @AIPerformance, @AIContract, @AITestDriven, @AIThreadSafe, @AIImmutable, @AIDeprecated, @AIObservability, @AIRegulation, @AIArchitecture, @AILegacyBridge, @AIStrictClasspath, @AIInternationalized, @AIPublicAPI, @AISchemaSafe, @AIStrictExceptions, @AIStrictTypes, @AIParallelTests, @AIIdempotent, @AIFeatureFlag, @AISecure, @AICallersOnly, @AISandboxOnly, @AIMemoryBudget, @AIPure, @AIDomainModel, @AIExtensible, @AIInputSanitized, @AISecureLogging, @AIExplain, @AIPrototype, @AISunset, @AITemporary annotations, or wants to control how AI tools interact with Java code.
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Detects API surface changes in CI. PublicApiAnalyzers, Verify snapshots, ApiCompat gating.
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