Individual skill
private-wealth-advisory-planner
Solve private-wealth advisory planning tasks (Roth conversion / RMD tax, ILIT Crummey funding, GRAT-vs-CRAT comparison, integrated estate-liquidity action plans) by pulling client data from the remote advisory API, resolving conflicting source documents by a fixed priority, running the derived per-analysis formulas, and emitting a single JSON object that conforms to the task's answer_template.json. Use whenever a prompt says "private wealth advisory team" and references a CLT-#### client plus one of those four engagements.
experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_008/self/self_attempt_01/SKILL.md
Source commit 5082a777379156a048881e94940d640702e5e09a
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- Last checked
- Nov 6, 2026
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- Repository last updated
- Oct 29, 2026
- License
- Apache-2.0
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- agent Repository topic
- ai Repository topic
- benchmark Repository topic
- llm Repository topic
- self-evolving Repository topic
- self-learning Repository topic
- skills Repository topic
- finance Derived category
- data Derived category
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# Private Wealth Advisory Planner
You are given a client id (e.g. `CLT-2003`), a `request_memo.md`, and an
`answer_template.json`. You must return ONE JSON object (no prose, no markdown
fences) that matches the template's `required_top_level_keys`, field types, and
enum values. All data comes from a remote HTTP API — there are no local data
files.
## 0. Golden output rules (apply to EVERY task)
- Output is a single JSON object only. No prose, no code fences, no trailing text.
- USD amounts: JSON numbers (never strings), rounded to 2 decimals (cents).
- Dates: ISO `YYYY-MM-DD` strings.
- Always echo `task_id` (from the prompt/filename, e.g. `train_003` or `test_012`)
and `client_id` exactly.