About White Lighthouse
White Lighthouse Investment Management (WLIM) is an independent investment management and financial planning company based in Lausanne, Switzerland. We provide independent and objective fee-only investment management and financial planning services to individuals, families and companies. For more details, please visit our services page.
WLIM offers personalized service to each of our clients, many of whom are American and European expatriates in Switzerland and elsewhere around the globe. With clients on five continents and over a dozen nationalities, we understand many of the complications of personal financial planning across international borders and work with a network of specialists to serve all of the financial planning needs of our clients.
Additionally, we have a comprehensive understanding of U.S. regulations and practice which enables us to serve Americans and Green Card holders living overseas (or in the USA with JJK Investment Management) and anyone interested in low-cost investing directly in their own brokerage accounts in the United States. For U.S. Residents, we can handle all of your domestic financial planning and investment management needs as well as facilitating investing directly in foreign markets through professional and reasonably priced Swiss Banks.
Jonathan Lachowitz is the founder of White Lighthouse Investment Management Sarl. He completed his MBA in Finance and International Business at New York University’s Stern School of Business in 1997 and is a candidate for CFP® certification, having passed the CFP® Certification Exam and Education Requirements in 2005. Jonathan also holds a B.A. in Economics from Hamilton College. Before starting his company, Jonathan worked for fifteen years in international finance positions at Tetra Laval International, IMD and Ingersoll-Rand. In addition to investment management and financial planning, Jonathan is an occasional lecturer on personal financial planning at IMD, one of the world’s leading business schools.
Jonathan works closely with his father, Alan Lachowitz, CERTIFIED FINANCIAL PLANNER™, and founder of JJK Investment Management, based in Oak Bluffs, Massachusetts and registered with the Securities and Exchange Commission.
Jonathan is married to his wife Saskia and they have two young children Julian born in 2004 and Emma born in 2006. The family splits their time between Switzerland and the Netherlands with frequent visits to the United States.
You are invited to contact us to schedule a free, no-obligation, consultation.
Printable VersionWLIM offers personalized service to each of our clients, many of whom are American and European expatriates in Switzerland and elsewhere around the globe. With clients on five continents and over a dozen nationalities, we understand many of the complications of personal financial planning across international borders and work with a network of specialists to serve all of the financial planning needs of our clients.
Additionally, we have a comprehensive understanding of U.S. regulations and practice which enables us to serve Americans and Green Card holders living overseas (or in the USA with JJK Investment Management) and anyone interested in low-cost investing directly in their own brokerage accounts in the United States. For U.S. Residents, we can handle all of your domestic financial planning and investment management needs as well as facilitating investing directly in foreign markets through professional and reasonably priced Swiss Banks.
Jonathan Lachowitz is the founder of White Lighthouse Investment Management Sarl. He completed his MBA in Finance and International Business at New York University’s Stern School of Business in 1997 and is a candidate for CFP® certification, having passed the CFP® Certification Exam and Education Requirements in 2005. Jonathan also holds a B.A. in Economics from Hamilton College. Before starting his company, Jonathan worked for fifteen years in international finance positions at Tetra Laval International, IMD and Ingersoll-Rand. In addition to investment management and financial planning, Jonathan is an occasional lecturer on personal financial planning at IMD, one of the world’s leading business schools.
Jonathan works closely with his father, Alan Lachowitz, CERTIFIED FINANCIAL PLANNER™, and founder of JJK Investment Management, based in Oak Bluffs, Massachusetts and registered with the Securities and Exchange Commission.
Jonathan is married to his wife Saskia and they have two young children Julian born in 2004 and Emma born in 2006. The family splits their time between Switzerland and the Netherlands with frequent visits to the United States.
You are invited to contact us to schedule a free, no-obligation, consultation.