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Lowell Newman

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.

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HeadquartersBoca Raton, United StatesEmployees5(1 to 10)Websitelowellnewman.comLinkedIn profileLinkedIn

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3

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LinkedIn employees

5

1 to 10 range

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3

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Monthly traffic

organic / mo

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Top roles at Lowell Newman

3 distinct titles indexed · top 3 shown.

  • 1advisor
  • 1client team lead
  • 1managing member

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