Carlos H. Lowenberg Jr., ChFC®
Founder & CEO
Carlos Lowenberg is a tax and financial strategist and author of the upcoming Wealth on Purpose® book series. Clients and others rely on Carlos and seek out his advice regarding tax reduction strategies, transitioning or selling their businesses and creation of foundations and charities.
Mr. Lowenberg is the founder of two companies – the Lowenberg Group, LLC and Sovereign Partners. The Lowenberg Group, LLC specializes in building and protecting wealth for business owners and entrepreneurs and their families through key executive retention plans and executive benefits and consulting around exit strategy. Sovereign Partners is a unique company, which operates similar to a personal general contractor – managing personal and professional tasks and details for executives – so executives can focus on their business.
Throughout his career, Carlos has gained extensive knowledge, insight and experience. He has appeared on CNBC and Fox News and has been interviewed for Business Week. His articles have been published in the Wall Street Journal, Investment News, the Austin Business Journal, the Austin American Statesman, MSN Money, SmartMoney and on Forbes.com and MarketWatch.com.
Carlos is a member of Top of the Table — an elite group of financial advisors comprising only the top .002% of financial advisors in the world. He is past president of New York Life Chairman’s counsel and is past member of the Advisory Board for New York Life. He is a founding member of several philanthropic organizations, including the Austin Chapter of the National Christian Foundation, Community New Start and City School in Austin, Texas, where he has served as its chairman for eight years. He is also past Vice President of Finance for the Austin Opera.
Carlos resides in Austin, Texas with his wife, Marianna, his three sons, Nicolas, Tres and Templar and his step daughters Mari Louise and Lili Grace.