Individual skill
private-wealth-advisory
Build structured JSON planning outputs for private wealth advisory engagements using a task-group advisory API. Use this skill whenever the task mentions private wealth, advisory API, estate planning, Roth conversions, RMD projections, ILIT Crummey funding, trust comparisons (GRAT/CRAT), estate liquidity action plans, or structured planning output for client IDs like CLT-XXXX. The skill covers data gathering from a REST API, source conflict resolution, tax-aware projections, and filling template-driven JSON outputs.
experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/cc/fewshot_attempt_01/SKILL.md
Source commit 5082a777379156a048881e94940d640702e5e09a
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- Observed behavior
- Instructions only
- Last checked
- Nov 6, 2026
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- 121
- Repository last updated
- Oct 29, 2026
- License
- Apache-2.0
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# Private Wealth Advisory Planning Engine
This skill guides you through assembling structured JSON planning outputs for private
wealth advisory engagements using deterministic computations against a REST API. You will
fetch data, resolve conflicts between competing source documents, run tax-aware financial
projections, and populate a template into a clean JSON answer.
## The task environment
The harness provides the advisory API base URL through an environment variable (commonly
`API_BASE`). If that variable is not set, fall back to `http://task-env:9008`. All
endpoints return JSON arrays or objects with no authentication required.
### Available endpoints