Our firm is different in many ways! We understand that you’re busy, your life is evolving, and you want to know that you’ve made the best decisions for your family and business. At Quraishi Law & Wealth, we’re committed to helping you protect your wealth and loved ones, minimize taxes and create a lasting legacy.
Our Practice Is Based On Relationships
We recognize that every client is different and has unique goals and objectives. So our first focus is to learn about you, your family, your goals, concerns, and fears. That’s why we’ve thrown out the hourly billing clock! We work on a flat-fee basis because we want our clients to be able to talk with us, without feeling rushed or worrying about the size of their bill.
Integrated Legal, Tax & Wealth Planning
We’re so more than just a law firm! We are a full service family office that offers comprehensive planning. We’ll look at your entire legal and financial situation, from family trusts and legal documents to strategic tax planning and wealth management.
Integrated estate & wealth planning is all about making sure that all of the pieces of your plan fit together seamlessly to accomplish your goals and dreams.
With our team of attorneys, CPA's and financial advisors, we become your Personal CFO!
Our Team Helps Protect You and Your Family For Life
Together we’ll create an integrated financial, legal & life plan that best fulfills your dreams and goals. We’ll help you arrange your affairs in a way that is both personally satisfying and that meets your unique objectives—all while accomplishing substantial savings for your family in the long run.
We also ensure that the most important details of your plan are fully carried out, so that your plan continues to work throughout your lifetime and for generations to follow.
We also have affordable maintenance and education programs, which will help keep your plan updated year in and year out, as well as give you access to our office for additional guidance.
We Place A High Value On Education
Not degrees and class rankings, but real, applied learning about how we can continue to best serve our clients. That means when we’re not seeing clients, we’re attending classes, reading about changes to the law, what other practices are doing, and new planning techniques.
This educational and proactive approach extends to how we work with our clients. We use a lot of stories and plain English, so you will know and understand the planning options that are available to you. We discuss, using real world examples, how we can design a plan that will protect and care for you throughout your lifetime and how it will continue to protect and care for your family after you’re gone.
We are Fiduciaries
As a fiduciary, we pride ourselves on always acting in your best interest and putting your needs first.
We are Fee Transparent
We’ll always explain the pros and cons of everything. We believe in an unbiased, transparent approach so you can make smart decisions about protecting your wealth & loved ones.
We Believe That Your Wealth is Far More Than What’s in Your Bank Account
You are also the sum of your values, experiences, dreams, and interests—who you are and what’s important to you. More than ever before, people are expressing that the intangible assets in their life such as character, faith, morals, and life lessons are dramatically more important to them than their financial assets. Yet many admit that they haven’t done a good job of incorporating these intangible assets into their plan, even though they’d like to. How much do you know about your grandparents’ values? How they felt about you? What they learned during their lifetime? If you’re like most people, the answer is, unfortunately, very little. That’s why we offer unique tools to capture these intangible assets. We use legacy building tools and concepts with you and your family to capture your values and emotions—the very core of your identity and what matters to you.