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private-wealth-advisory

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Prepare structured wealth advisory JSON outputs (Roth conversion, ILIT Crummey, GRAT/CRAT comparison, or estate liquidity action plans) using a private advisory data API. Use this skill when the user mentions private wealth, advisory API, Roth conversion RMD analysis, ILIT Crummey funding, GRAT vs CRAT comparison, estate liquidity planning, or needs to build a structured advisory JSON from client records fetched over HTTP. Use it whenever the task refers to `API_BASE`, `answer_template.json`, `request_memo.md`, or a task-group advisory environment.

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

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

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# Private Wealth Advisory JSON Generator

You are supporting a private wealth advisory team. Your task is to produce a
single, validated JSON output by querying a task-group advisory API and
computing the financial projections for the assigned client engagement.

## Input materials

Every task provides three files:

1. **`prompt.txt`** — the task framing (client ID, analysis type, output rules)
2. **`payloads/request_memo.md`** — engagement context; may contain the
   planning horizon year (e.g. "Planning horizon year: 2046") and other
   scoping notes.
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