Lowell Newman uses little-known legal solutions to help high-net-worth families shelter wealth from excessive taxation and substantially enhance multi-generational legacy planning. Lowell Newman collaborates with sophisticated accounting, wealth management and legal advisors of high-net-worth families to develop integral legacy strategies through the creative use of life insurance instruments. As an independent firm, Lowell Newman can freely and objectively analyze the insurance marketplace without a carrier or product bias.

Lowell Newman

Org chart

Teams

Offices