Individual skill
private-wealth-advisory
Private wealth advisory planning output for high-net-worth clients. Produces structured JSON planning summaries covering: (1) Roth conversion and RMD tax projections, (2) ILIT Crummey funding-cycle implementation, (3) GRAT versus CRAT trust comparisons, (4) estate liquidity action plans combining ILIT and trust strategies. Use when a task requests advisory planning output for a client with a private-wealth advisory API, when a request memo specifies an engagement type like Roth conversion, ILIT Crummey, GRAT/CRAT comparison, or estate liquidity, or when the task expects a JSON output conforming to an advisory answer template. Trigger on terms like advisory, wealth management, Roth conversion, RMD, ILIT, Crummey, GRAT, CRAT, estate planning, liquidity action plan, trust comparison, or private wealth.
experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/deepagents/fewshot_attempt_01/SKILL.md
Source commit 5082a777379156a048881e94940d640702e5e09a
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- Last checked
- Nov 6, 2026
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- Repository last updated
- Oct 29, 2026
- License
- Apache-2.0
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- agent Repository topic
- ai Repository topic
- benchmark Repository topic
- llm Repository topic
- self-evolving Repository topic
- self-learning Repository topic
- skills Repository topic
- finance Derived category
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SKILL.mdcore · 6,684 bytesSKILL.mdcore · 6,684 bytesSKILL.mdcore · 6,684 bytesSKILL.mdcore · 6,684 bytesSKILL.mdcore · 6,684 bytesSKILL.mdcore · 6,684 bytesreferences/api_reference.mddoc · 4,166 bytesreferences/estate_liquidity.mddoc · 2,787 bytesreferences/ilit_crummey.mddoc · 2,972 bytesreferences/roth_conversion.mddoc · 4,837 bytesreferences/trust_comparison.mddoc · 3,073 bytesscripts/crummey_timeline.pyruns · 1,283 bytesscripts/grat_crat.pyruns · 2,163 bytesscripts/roth_projection.pyruns · 4,296 bytes
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# Private Wealth Advisory Planning
Produce structured JSON planning outputs using the task-group advisory API for
high-net-worth clients. Fetch client data from API endpoints, resolve
conflicting source documents, compute projections with the bundled scripts, and
return a JSON object conforming to the task's answer template.
## Workflow
### 1. Identify the engagement type
The task request memo names the engagement. Map it to `analysis_type`:
| Engagement keyword | analysis_type |