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advisory-planner

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Build structured wealth advisory planning outputs for the private wealth advisory task environment. Use this skill whenever the user is supporting a private wealth advisory team, needs to prepare planning deliverables for a client engagement, or encounters the advisory API (task-env:9008). This covers Roth conversion RMD analysis, ILIT Crummey implementation, GRAT vs CRAT trust comparison, and estate liquidity action plans. Use it even when the user describes the work as "draft a tax summary," "prepare a client deliverable," "run the advisory numbers," or "put together the planning output."

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/opencode/fewshot_attempt_01/SKILL.md

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Repository last updated
Oct 29, 2026
License
Apache-2.0

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# Advisory Planner

Generate structured JSON planning outputs for private wealth advisory engagements using the advisory task-environment API. The API serves client records, source documents, retirement accounts, life insurance policies, trust candidates, tax policy constants, and RMD divisor factors.

## When to use

This skill applies when the task involves:

- A private wealth advisory team asking for structured planning output
- A request-memo file naming a client ID and engagement type
- An answer template JSON defining the required output shape
- The advisory API at `http://task-env:9008`
- Client records that may conflict across multiple source systems
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