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private-wealth-advisory

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Produce structured private-wealth advisory planning outputs (Roth conversion and RMD projections, ILIT Crummey funding cycles, GRAT versus CRAT trust comparisons, and estate liquidity action plans) by querying a task-group advisory REST API. Use when the task prompt mentions a private wealth advisory team, an advisory API base URL (API_BASE), client IDs like CLT-XXXX, and a request memo paired with an answer template JSON.

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

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Oct 29, 2026
License
Apache-2.0

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# Private Wealth Advisory

Query the advisory REST API at `$API_BASE` (or the URL the harness provides) to
fetch client records, source documents, retirement accounts, life-insurance
policies, trust candidates, tax policy constants, and RMD factors.  Resolve
conflicting source data, compute key financial projections, and return a single
JSON object that matches the answer template supplied in the task payload.

## Quick Start

1. Read the request memo in the task payload for the client ID, engagement
   type, and any horizon year.
2. Read the answer template (`answer_template.json`) to understand every
   required key and its type.
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