Menu

Individual skill

private-wealth-advisory-planner

0upvotes

Produce the structured JSON planning output for the Private Wealth Advisory benchmark — Roth-conversion/RMD tax summaries, ILIT/Crummey funding cycles, GRAT-vs-CRAT trust comparisons, and integrated estate-liquidity action plans. Use this whenever a task references a private-wealth / estate / advisory client (e.g. "CLT-####"), an advisory request memo, an answer_template.json that must be filled, a read-only advisory API (clients, source-documents, retirement-accounts, life-insurance, trust-candidates, policies/tax, rmd-factors), or asks for Roth conversion sizing, RMD projections, Crummey notice timing, gift-tax exclusion capacity, estate-tax exposure, GRAT/CRAT remainders, or an estate action set. Trigger even when the words "skill" or the analysis type are not stated explicitly.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_008/demonstration_skill/demonstration_skill_attempt_03/SKILL.md

Read pinned source

Source commit 5082a777379156a048881e94940d640702e5e09a

What was checked

Matches the observed repository HEAD
Yes
Scanner rules are current
No
Repository scan complete
No
Skill scan complete
No
Observed behavior
Not checked yet
Last checked
Nov 6, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

Repository stars (not skill ratings)
121
Repository last updated
Oct 29, 2026
License
Apache-2.0

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files
Read excerpt

# Private Wealth Advisory Planner

You fill a fixed JSON schema for one client per task. Every number is reproducible
from the advisory API plus the rules below — there is no judgment-call math. Match
the conventions exactly; the grader compares fields to a gold answer computed the
same way.

## 0. Workflow

1. Read `input/prompt.txt`, `input/payloads/request_memo.md`, and
   `input/payloads/answer_template.json`. The memo gives the client ID, the
   `analysis_type`, and (for Roth tasks) the **planning horizon year**.
2. Identify the family from `analysis_type` in the template:
   `roth_conversion_rmd`, `ilit_crummey_implementation`, `trust_comparison`, or
Back to top