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- FATCA Implications for Switzerland Feb 2013 - English (Original Version)
- FATCA Implications for Switzerland Feb 2013 - French (L'Agefi) 3 parts: Feb-Mar 2013
- Post Financial Cliff Tax Planning for Overseas Americans - January 2013
- US Individual Retirement Accounts for Overseas Americans (in Switzerland) - January 2013
- Estate Planning for Overseas Americans in Switzerland - May 2012
- Tips for Swiss Expatriates in the United States– May 2011
- Niche Practices – Cross Border Planning – Journal of Financial Planning, August 2010
Linked with permission by the Financial Planning Association, Journal of Financial Planning, August, 2010, "How to Build a Niche Practice" written by Jim Grote. - Presentation / Podcast - Democrats Abroad – August 31, 2009
- Jonathan on WRS World Radio Switzerland 2009: Social Security and Medicare
- Jonathan on WRS World Radio Switzerland 2008: US Taxes
- Can the Obama Administration make things even worse for Overseas Americans and the Swiss? - February 2010
- L'Agefi October 1, 2009 Page 1 – Practical Guide for US Expats - French
- L'Agefi October 1, 2009 Page 8 – Tips for American Expatriates – English
- L'Agefi October 27, 2009 Page 2: Non US Swiss Residents – Cash in your US Retirement Account
- Beware the Devils choice giving up US Citizenship - Dec 2009
- Lachowitz Banking quote from USA Today, August 20, 2009
- Lachowitz Banking quote from Swisster August 17, 2009
- Lachowitz Medicare quote- Swisster October 7, 2008
- Tax tips for US Expats November 24, 2009 on Expatica.com
- Company Brochure
- Financial Planning Class 1. – What’s Your Number (As presented at IMD)
- Financial Planning Class 2. – Charting Your Course (As presented at IMD)
- Confidential Investment Questionnaire
- Retirement Planning Questionnaire
- Simple Asset Allocator and Risk Profiler
- Simple Retirement Calculator