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private-wealth-advisory

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Structured private-wealth planning for tax, Roth conversions, RMD projections, ILIT Crummey funding, GRAT/CRAT trust comparison, and estate liquidity action plans. Use when an advisor request memo asks for structured JSON output across any of these domains and references the advisory API at a supplied base URL (clients, source documents, retirement accounts, life insurance, trust candidates, tax policies, RMD factors). Triggers on prompts that mention client IDs (CLT-XXXX), analysis types such as roth_conversion_rmd, ilit_crummey_implementation, trust_comparison, or estate_liquidity_action_plan, and structured planning output.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/codex/fewshot_attempt_03/SKILL.md

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121
Repository last updated
Oct 29, 2026
License
Apache-2.0

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# Private Wealth Advisory

Analyze private-wealth advisory engagements and produce structured JSON outputs for
advisors. Every engagement uses the task-group advisory API and one local request
memo per client. The API supplies client records, source documents, retirement
accounts, life-insurance policies, trust candidates, tax policy constants, and
RMD factors.

## Core Workflow

1. Read the request memo for the client ID, engagement type, and any planning
   horizon. Read the answer template for required keys and enum constraints.

2. Hit the advisory API at `{API_BASE}` (supplied by the harness) to pull all