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private-wealth-advisory-json

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Prepare structured JSON answers for private wealth advisory planning tasks that use the task-group advisory API, request_memo.md, and answer_template.json. Use for Roth conversion/RMD summaries, ILIT Crummey funding cycles, GRAT vs CRAT comparisons, and estate liquidity action plans where client facts must be reconciled across signed profiles, attorney memos, CRM notes, custodian exports, life insurance records, trust candidates, tax policy constants, and RMD factors.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/deepagents/fewshot_attempt_02/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# Private Wealth Advisory JSON

## Workflow

Read the task prompt, `input/payloads/request_memo.md`, and `input/payloads/answer_template.json` before calculating. Extract the `client_id`, `task_id`, required top-level keys, `analysis_type`, and any planning horizon stated in the memo.

Use the advisory API base from `API_BASE` when present. If the harness supplies the base another way, pass that URL explicitly. Fetch all relevant records for the client: profile, source documents, retirement accounts, life insurance, trust candidates, tax policy constants, and RMD factors.

For a fast deterministic draft, run the bundled helper with paths resolved relative to this skill:

```bash
python scripts/advisory_planner.py \
  --task-id test_001 \
  --memo input/payloads/request_memo.md \
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