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private-wealth-advisory

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Solve private wealth advisory planning tasks by querying the advisory API, resolving conflicting source documents, computing structured outputs for Roth conversions, ILIT Crummey funding, trust comparisons (GRAT/CRAT), and estate liquidity action plans, then returning a JSON object conforming to the supplied answer template.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/naive/fewshot_attempt_02/SKILL.md

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Oct 29, 2026
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# Private Wealth Advisory Skill

Use this skill when a task prompt asks you to support a private wealth advisory team and directs you to a task-group advisory API. The workflow is always: read the prompt and memo, query the API for client data, resolve source conflicts, compute the structured output, and return only a JSON object matching the supplied answer template.

## Core Workflow

1. Read the task `prompt.txt` to identify the client ID, engagement type, and API base URL.
2. Read the `request_memo.md` for the planning horizon year and other engagement-specific parameters.
3. Read the `answer_template.json` to learn exactly what output shape is required. The template's `required_top_level_keys` and field enums define the analysis type.
4. Query the advisory API (see [API Reference](#api-reference)) to collect all data for the client.
5. Resolve conflicting source documents using the rules in [Source Resolution](#source-resolution).
6. Compute every field using the methodology for the analysis type (see [Analysis Types](#analysis-types)).
7. Return **only** a JSON object conforming to the template. No prose outside the JSON.
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