White Lighthouse Investment Management (WLIM) is an independent investment management and financial planning company based in Lausanne, Switzerland and was established in 2006. We provide independent and objective fee-only investment management and financial planning services to individuals and families. We also provide specialized consulting services to companies. For more details, please visit our services
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.
Jonathan Lachowitz is the founder of White Lighthouse Investment Management Sarl. Jonathan is a CFP®
professional and is authorized to use the CFP®
marks in both Switzerland (through the SFPO
) and in the United States through the CFP Board of Standards. He completed his MBA in Finance and International Business at New York University's Stern School of Business in 1997 Jonathan also holds a B.A. in Economics from Hamilton College.
Jonathan is the 2009 chair of the Financial Planning Association's (FPA
) Europe Africa and Middle East Geographic Focus Group. Jonathan also serves as a volunteer on the executive committee and board of American Citizen's Abroad (ACA
) where he works in the areas of Social Security, Medicare and US taxation.
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™.
Jonathan is married to his wife Saskia and they have three young children Julian, Emma and Noah. The family lives in Switzerland.
You are invited to contact us
to schedule a free, no-obligation,
Certified Financial Planner Board of Standards owns the certification marks CFP® Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which is awards to individuals who successfully complete CFP Board's initial and ongoing certification marks. SFPO, The Swiss Financial Planners Organization is responsible for licensing the CFP® certification marks in Switzerland.