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private-wealth-json

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Structured JSON for private wealth advisory planning tasks. Use whenever the user needs a client-specific memo turned into exact JSON for Roth conversion and RMD summaries, ILIT Crummey funding cycles, GRAT vs CRAT comparisons, or estate liquidity plans, especially when a request memo and answer template are provided or source records conflict.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/cc/fewshot_attempt_01/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# Private Wealth JSON

Use this skill for advisory cases that require one exact JSON object and nothing else.

## Workflow

1. Read the request memo and answer template first.
2. Identify the analysis type, required top-level keys, and any stated planning horizon or dates.
3. If source data is needed, use the task-provided advisory API base URL and only the listed endpoints.
4. Resolve conflicts by source authority, not by averaging:
   - signed profile for goals, beneficiaries, and policy preferences
   - attorney memo for legal or planning assumptions and asset facts
   - custodian export for balances and holdings
   - CRM notes only if nothing better exists
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