Individual skill
private-wealth-advisory-json
Use this skill for private wealth advisory tasks that ask for a structured planning JSON object for a CLT client using the advisory API, especially Roth conversion/RMD, ILIT Crummey funding, GRAT versus CRAT, or estate liquidity action-plan analyses. Trigger whenever the prompt mentions the private wealth advisory team, CLT client IDs, advisory API records, answer_template.json, RMD factors, life insurance, trust candidates, Roth conversions, ILITs, GRATs, CRATs, or estate liquidity planning.
experiments/codex_gpt5_5_xhigh/reports/skills/task_group_008/self/self_attempt_01/SKILL.md
Source commit 5082a777379156a048881e94940d640702e5e09a
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- Not checked yet
- Last checked
- Nov 6, 2026
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- 121
- 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
- engineering Derived category
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# Private Wealth Advisory JSON
Use this workflow to prepare the final JSON answer for the advisory planning tasks. The goal is not a narrative memo; it is a schema-conforming JSON object whose numbers come from the staged request files and the advisory API.
## Boundaries
- Use only the staged task input files and the advisory API described by `environment_access.md` or `API_BASE`.
- Do not inspect answer files, judge feedback, evaluation files, local environment source, run artifacts, or other skill attempts.
- Return only the final JSON object. No Markdown, citations, comments, or prose outside the JSON.
- Use JSON numbers for money, rounded to cents. Do not stringify numbers or include commas.
- Use ISO `YYYY-MM-DD` dates.
## Standard Workflow
