LON LLOYD FAIRBROOK  ——  Partner

 

Lonnie Loyd Fairbrook as Director of Client Development provides project oversight in the registration, design, funding, operation and full service administration of a multi-jurisdiction tax compliant foreign occupational retirement plan that is government regulated, Foreign Account Tax Compliance Act registered and, Internal Revenue Service tax code, Double Tax Agreement and Tax Information Exchange Agreement recognized. The firm runs about 1,000 regulated retirement plans for many nationalities that are pension law recognized in common, civil and sharia law countries and is a member of the International Organization of Pension Supervisors. The administration group's hallmark has been a multi-national tax deferred pension law mechanism and asset protected solution that provides superior investment choice, liquidity, and flexibility with respect to the timing of benefits. Today the group administers more than $2.5 billion of deferred and incentive compensation.  Lon is also the founding member of Fairbrook Alliance a network of lawyers, tax consultants, and other financial service professionals whose mission is to expand and promote international retirement planning as an advisory niche. Members are at the forefront regarding international tax compliance, disclosure and financial transparency for cross-border retirement planning and have achieved specialist knowledge to meet the critical retirement planning solutions needed by multinational companies to integrate mobility and talent while providing their employees a cohesive benefit plan to afford retirement.

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