Team Members Archive

Steven Knight

International Tax

Steven Knight, FCA, TEP, MIOD Chairman

The Castle Trust Group Steven is a Chartered Accountant, a member of the Society of Trust and Estate Practitioners and the Institute of Directors. Formerly of Coopers & Lybrand and Touche Ross, he was appointed to start up and manage the Gibraltar office of Price Waterhouse in 1989. He established the Castle Group in 1992 and is widely considered as a specialist in international tax planning for both wealthy individuals and companies. Steven holds a company manager license issued by Gibraltar’s Financial Services Commission in relation to the provision of Directorships to Experienced Investor Funds.

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Jim Rice

New York Estate Planning Attorney

James D. Rice (Jim) is the Director of Trusts and Estates at Rice Law Group. He has handled trusts, will matters, business succession planning, pension and IRA issues for people with moderate wealth to those who have accumulated significant assets.

Jim also handles many transactional issues involving corporations and other business entities, including commercial real estate finance and leasing. He is counsel to a European based renewable energy company with regard to some of their US interests.

Jim has litigated commercial cases and securities claims. He is a past President of the NYC Association of Insurance and Financial Advisors and a former attorney with Equitable/AXA.

Jim is a past-President of the Ossining Bar Association and is currently the President of the James Joyce Foundation USA, Inc. and Chairman of the Tara Circle, Inc.

He is a graduate of Manhattan College and Fordham Law School.

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Lon Fairbrook

Director of Client Development

Lonnie Loyd Fairbrook (Lon) provides project oversight in the registration, design, funding, operation and full service administration of U.S. Title 26 section IRC 402(b) compliant foreign retirement plans for U.S. persons and for persons or foreign financial institution transacting in U.S. Dollar that is Foreign Account Tax Compliance Act registered as ”Deemed Compliant”.

In 1983 Lon received his designation as a Chartered Life Underwriter (CLU) and in 1985 his Series 7 (General Securities) license through Bache Securities and became one of the first 200 Members of the International Association of Financial Planners which required (at that time) USA members to have professional experience in both Securities and Life Insurance.

With over 30 years industry experience, Lon is fully qualified IFA holding industry recognized CII (Award) & FAIO (CII). Undertakes regular further mandatory study to maintain annual CPD points as required & laid down by the CII & the Luxembourg state regulator. Keeping up to date with jurisdictional, tax treaty network, and domestic tax law issues is what ensures Lon’s advise is tax compliant.

Lon is an expert at evaluating Alternative Cross Borders Tax Compliant Financial Solutions accessed by means of a Private Placement Open Architecture Life or Annuity Policy and/or International Retirement Plan Tax Treaty Network Structuring. Lon interfaces with Attorney’s. Accountants, Asset Managers, Trustee and other Financial Service providers Cross Borders, to tailor each client’s own ideal Financial Solution. Also, he fulfills an ongoing role with each client in providing annual reviews and continues to oversee the structure (from a tax-compliance standpoint) including IRS Ruling in regards to, diversification, account control and ownership issues.

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