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private-wealth-advisory-structured-planning

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Solve private-wealth advisory planning tasks (Roth conversion / RMD tax, ILIT Crummey funding, GRAT-vs-CRAT comparison, integrated estate-liquidity action plans) by querying a read-only advisory HTTP API, resolving conflicting source documents by a fixed priority, and emitting a single strict JSON object that conforms to the task's answer_template. Use this whenever the prompt says "private wealth advisory team", references a client like CLT-####, and an answer_template.json defines analysis_type one of roth_conversion_rmd, ilit_crummey_implementation, trust_comparison, or estate_liquidity_action_plan.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_008/self/self_attempt_02/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# Private Wealth Advisory — Structured Planning SOP

You are given a client (e.g. `CLT-1003`), a `request_memo.md` with engagement
context (sometimes a planning horizon year), and an `answer_template.json` that
defines the EXACT output schema. The only data source is a remote HTTP API.
Return **one JSON object only**, no prose, USD rounded to cents, ISO dates
`YYYY-MM-DD`.

## 0. Standard operating procedure (do this every task)

1. Read `prompt.txt`, `payloads/request_memo.md`, and
   `payloads/answer_template.json`. The template's `analysis_type` enum tells
   you which of the 4 analyses to run; the `required_top_level_keys` and
   `fields` map tell you every key, type, and allowed enum value. **Mirror the
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