Individual skill
private-wealth-advisory-planning
Solve private wealth advisory structured-output tasks (Roth conversion / RMD tax, ILIT Crummey funding, GRAT vs CRAT comparison, and integrated estate-liquidity action plans) by querying a read-only advisory HTTP API, resolving conflicting source documents by priority, applying the derived business formulas, and emitting a single JSON object that conforms to the task's answer_template.json. Use this whenever a task asks for a structured planning output for a client CLT-#### in the private-wealth domain.
experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_008/self/self_attempt_03/SKILL.md
Source commit 5082a777379156a048881e94940d640702e5e09a
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- Last checked
- Nov 6, 2026
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- Oct 29, 2026
- License
- Apache-2.0
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- skills Repository topic
- finance Derived category
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# Private Wealth Advisory Planning Skill
You are given, per task: `input/prompt.txt`, `input/payloads/request_memo.md`, and
`input/payloads/answer_template.json`. The prompt names a client (e.g. `CLT-1003`)
and an engagement type. The memo gives engagement context and sometimes an explicit
**planning horizon year**. The answer_template lists the required top-level keys,
the exact field names, the enum value sets, and rounding/date conventions.
Your job: fetch the client's data from the remote API, run the correct analysis,
and return ONE JSON object (no prose) matching the template.
---
## 0. Output discipline (always)