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private-wealth-advisory-json

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Produce structured private-wealth advisory JSON from task prompts, answer templates, request memos, and the advisory API. Use for Roth conversion/RMD projections, ILIT Crummey funding cycles, GRAT versus CRAT comparisons, and estate-liquidity action plans that require source resolution across client profiles, source documents, retirement accounts, 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_03/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

1. Read the prompt, `input/payloads/request_memo.md`, and `input/payloads/answer_template.json`.
2. Identify `client_id`, `task_id`, requested `analysis_type`, and any planning horizon in the memo.
3. Query the advisory API with `API_BASE` for:
   - `/api/clients/{client_id}`
   - `/api/source-documents`
   - `/api/retirement-accounts`
   - `/api/life-insurance`
   - `/api/trust-candidates`
   - `/api/policies/tax`
   - `/api/rmd-factors`