Sowell Management, headquartered in Little Rock, Arkansas, has launched an Advanced Planning Group. The APG is an integrated estate, tax and planning resource for advisors serving high net worth families, individuals and business owners.
The group will be available to advisors on both the Sowell Management and Cache River Private Wealth platforms, Sowell said in a statement yesterday.
APG is led by Carrie Quraishi, JD, director of advanced planning, and JR Quraishi, director of tax planning. It gives advisors access to specialized expertise in estate planning, tax strategy, business succession planning, asset protection, wealth transfer planning and family legacy planning.
Sowell Management, a privately held RIA founded by advisor Bill Sowell in 2001, has a nationwide network of advisors representing more than $6.9 billion in client assets under administration and management as of June 2026.
Cache River Private Wealth, launched in April 2026 as a wholly owned division of Sowell Management, targets households with $5 million or more in net worth.
Photo: Left to right – JR Quraishi, director of tax planning; Carrie Quraishi, director of advanced planning; Bill Sowell, founder and chief strategy Officer, Sowell Management.