Estate Planning · Asset Protection · Tax Planning
Most advisors know their clients need advanced planning
Refer it out and hope it comes back
Building an in-house legal and tax team is not practical for most firms, so the work gets referred out — an attorney drafts documents, a CPA files returns, and nobody owns the strategy connecting them to the portfolio you manage.
You lose visibility, the client repeats their story three times, and decisions stall for months.
An outsourced planning department
We embed with your team as an outsourced planning department, building the estate, tax, business succession, and wealth transfer strategy as a single plan — in writing, with priorities and owners.
We work directly with your clients while you stay in the center of the relationship — behind you, under your brand, at your pace.
Advanced planning is a growth lever, not an expense line
Advanced planning is how you deepen client relationships, strengthen your value proposition, and stay in the room for the decisions that matter most — business transitions, liquidity events, estate planning, and multi-generational wealth transfer. It surfaces held-away assets, separates you from the firm down the street, and carries a household relationship into the next generation.
You keep the relationship
We never hold the client relationship, never cross-sell, and never appear as a competitor. The plan is delivered through you.
Planning finds the assets
A full estate and tax review maps the household's entire balance sheet — business interests, real estate, and accounts held elsewhere.
No headcount to add
You get an estate attorney and a tax strategist behind your practice without building an internal department — capability you can take to clients immediately.
It sets you apart
Advanced planning is what keeps you competitive with the largest firms — and what earns you the next generation of an affluent family, not just the current one.
A Proactive Tax Plan ends with a dollar figure and a prioritized list of action items — not a memo.
Anonymized client example. Results vary by facts and jurisdiction.
Four pillars, coordinated as one plan
Foundational Estate Planning
A written review of the existing plan, foundational documents, and strategy reviews at the client's cadence — coordinated, never handed off.
Proactive Tax Planning
A written plan with projected savings and action items — every strategy tied to defensible tax code, not something a client saw online.
Advanced Estate Planning
Trust structures, asset protection, business succession, estate tax exposure, and charitable planning for the most complex households.
Family Stewardship, Governance & Legacy
A guided program that builds year after year — values and story captured, governance decisions documented, the next generation prepared.
A planning relationship, not a one-time deliverable
Most planning happens after the fact — a return is filed, a business is sold, a parent passes. We work ahead of those moments so you can raise them first, and we stay engaged year after year as the family's facts and the tax law change.
Reviews on a set cadence
Every household is reviewed on a schedule — annual through continuous — so the plan is revisited before it goes stale.
Legislative monitoring
We track what changes in the tax and estate code and tell you which of your clients it affects — before the window closes.
Life-event support
Marriage, divorce, retirement, a sale, an inheritance — we reassess and update the plan as the facts move.
What we take off your desk
Foundational estate planning
A review of the existing estate plan with a written memo identifying gaps, then foundational documents — wills, trusts, powers of attorney, healthcare directives.
Beneficiary and titling checks so the documents and the accounts agree, plus life-event support when circumstances change.
Proactive tax planning
Strategies matched to the client's profile — entity structure and owner compensation for business owners, Roth conversion ladders and bracket management for high earners and pre-retirees.
Documented for the client's CPA, not in competition with them.
Advanced estate planning
Trust structures — SLATs, ILITs, GRATs, dynasty trusts — asset protection through LLCs and DAPTs, estate tax exposure and exemption strategy, and charitable planning.
Business succession and tax-efficient exits, plus insurance analysis so existing coverage matches the strategy — delivered with visual flowcharts and written reports the family can follow.
Family stewardship, governance & legacy
A facilitated program of guided exercises that captures the family's values and story, building to a legacy record over time — families are never "done."
It deepens into governance sessions on trust design and decision-making, then beneficiary education and facilitated family meetings.
Your advanced planning team, without building one
Firms opt in their full client base, and we become the advanced planning department behind it — estate, tax, and legacy work available to every household you serve, delivered under your brand. We work with independent RIAs, hybrid advisors, and advisory groups nationwide.
You keep the relationship. We take no custody, no AUM, and no client of yours.
Visible or in the background. We can join your client meetings by video as the specialist on your team, or work with you alone and stay out of sight entirely.
We work with existing professionals. Your client's CPA and attorney stay involved where they add value.
Predictable flat fees. Packages tailored to your firm — no hourly billing, no per-plan fees, no surprises.
APG provides strategy and planning only. We do not prepare tax returns or draft legal documents — where drafting is needed, we develop the strategy and coordinate with a licensed attorney in the client's state.
Carrie Russom Quraishi, JD
Carrie brings over 15 years of experience at the intersection of law and wealth management. Her career has spanned both financial services and law — including roles at Raymond James and Wells Fargo alongside her legal practice — giving her a dual perspective that bridges investment strategy and legal planning.
She built and led Quraishi Law Firm & Wealth Management, serving high-net-worth families across Arkansas, Tennessee, and Texas. Licensed to practice law in all three states, she has deep expertise in estate and gift tax planning, asset protection, business succession, and wealth preservation — with a particular focus on complex, taxable estates.
As Director of Advanced Planning, Carrie leads advanced estate planning strategy, asset protection design, and business succession planning for advisors and their HNW+ clients.
SMU Dedman School of Law, JD
Arkansas State University, BA Finance, cum laude
Arkansas · Tennessee · Texas
American Bar Association · WealthCounsel · ElderCounsel
The Dirty Dozen: 12 Costly Mistakes Families Make In Their Estate Plan
Smart, Simple Wealth: How to Get It, Keep It, and Pass It On
JR Quraishi, MSA
JR is an experienced accountant and tax strategist specializing in proactive tax planning for high-net-worth and ultra-high-net-worth families. His graduate work in taxation brings both academic depth and hands-on expertise to complex tax situations.
He built his foundation running Quraishi Tax and Accounting, developing deep expertise in individual and entity-level tax strategy — personal tax planning, business entity structuring, and multi-year tax projection modeling.
As Director of Tax Planning, JR leads the tax planning practice, developing Proactive Tax Plans that quantify potential savings from Roth conversions, entity restructuring, income timing, and charitable strategies — identifying opportunities before they expire, not after. He partners with Carrie so that estate plans and tax strategies work together rather than in parallel.
University of Illinois, Master of Accountancy — Taxation
University of Arkansas, BS Accounting
Founder, Quraishi Tax and Accounting — individual and entity-level tax strategy
Alison
Alison is the advisor's day-to-day point of contact at APG, coordinating cases from intake through delivery so nothing sits waiting. She keeps the planning calendar moving — reviews scheduled, materials prepared, follow-ups closed out.
She also facilitates APG's family stewardship program, guiding the exercises and conversations that capture a family's values and story, while Carrie and JR handle the technical trust and tax integration.
Meet the team before you commit to anything
Thirty minutes, no pressure and no sales talk.
Pick a time
Thirty minutes with Carrie, on the calendar below.
2915 Browns Ln.
Jonesboro, AR 72401
We work across your entire book, not a single case. The first call is about your client base as a whole — where the planning gaps are, and which households stand to gain the most.