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private-wealth-advisory

Produce structured planning JSON outputs for private wealth advisory engagements using a REST API of client records, source documents, accounts, insurance, trust candidates, and tax policy constants. Supports Roth conversion RMD projections, ILIT Crummey funding, GRAT vs CRAT comparisons, and combined estate liquidity action plans.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/naive/fewshot_attempt_01/SKILL.md

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Oct 29, 2026
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# Private Wealth Advisory Structured Output

You support a private wealth advisory team. The harness supplies `API_BASE` (an environment variable or explicit URL) pointing to the advisory REST API. Read the local `input/payloads/request_memo.md` for the engagement context and `input/payloads/answer_template.json` for the required output schema. Return only a JSON object conforming to the template — no prose outside the JSON.

## Step 1 — Collect API Data

Call every endpoint relevant to the client and analysis type. The base URL is `API_BASE` (strip a trailing slash if present).

| Endpoint | What it returns |
|---|---|
| `/api/clients/{client_id}` | Household profile, age, filing status, estate value, liquid assets |
| `/api/source-documents` | Array of documents; filter by `client_id`. Sources ranked: `SIGNED_PROFILE` > `ATTORNEY_MEMO` > `CUSTODIAN_EXPORT` > `CRM_NOTE` > `STALE_MARKETING_INTAKE` |
| `/api/retirement-accounts` | Array of accounts; filter by `client_id`. Has `traditional_balance`, `roth_balance`, `expected_return`, `rmd_start_age` (always 73), `recommended_conversion_years` |
| `/api/life-insurance` | Array of policies; filter by `client_id`. Has `death_benefit`, `annual_premium`, `planned_contribution_date`, `is_existing_policy_transfer` |