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private-wealth-advisory-planner

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Structured private wealth advisory case solving from staged API data and request memos. Use when producing final JSON for Roth conversion and RMD summaries, ILIT Crummey funding checks, GRAT versus CRAT comparisons, or estate liquidity plans that require source conflict resolution, tax-policy lookups, account exports, and ISO date or USD normalization.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/deepagents/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 Advisory Planner

## Workflow

1. Read the request memo and answer template first.
2. Fetch the target client from the advisory API, then collect matching rows from:
   - `/api/source-documents`
   - `/api/retirement-accounts`
   - `/api/life-insurance`
   - `/api/trust-candidates`
   - `/api/policies/tax`
   - `/api/rmd-factors`
3. Resolve conflicting facts by source authority, not by convenience:
   - Use `SIGNED_PROFILE` for household facts, beneficiary counts, priorities, and default policy facts.
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