This is the best gift you can give yourself, in fact, that’s how I became a client. A few years ago, as a birthday gift to myself, I became a White Lighthouse client after an introductory meeting with Jonathan. All I can say is it’s one of the best investments I’ve made.

With the advantages of living abroad, come the complexities of defining a comprehensive financial strategy to maximize your portfolio. With the help of Jonathan and his team, I’ve steadily worked towards and continue to accomplish my financial goals which gives me a greater sense of security for the future. Jonathan truly makes an effort to understand who you are as a person in order to devise a strategy that is right for you and your specific needs.

White Lighthouse has helped me both navigate financial complexities and progress towards my financial objectives for the future. What better gift can you give yourself?

We were White Lighthouse’s first clients. Jonathan Lachowitz was our downstairs neighbor, and as he told us of his dreams for starting a financial consultancy, we were stuck by the ethical approach he was following and its emphasis on the client-experience. Over the years, we have frequently remarked at how much better our financial security has been because of Jonathan and his team. Be it navigating expatriate financial issues, buying a Manhattan apartment, building retirement income, starting a small business, trying to plan and afford family holidays, reintegrating back into a home society, after two decades away, and better understanding our aging process, Jonathan has been a constant companion.

Fifteen years ago, Marie said “when I heard his plans for White Lighthouse, I wanted to be a part of it.” We have been, and have always believed that we are so much better off because of our association with Jonathan Lachowitz and White Lighthouse.

I remember vividly my first conversation with Jonathan Lachowitz back in 2011: rather than selling his services, he was educating me on what to look for when choosing an investment management firm, what questions to ask and what red flags to watch out for. My journey with White Lighthouse has been a learning experience from that day on, and I have always received honest, clear, thorough and prompt answers to all my questions.

While I undoubtedly appreciate seeing my investment portfolio grow, I equally appreciate the peace of mind that comes from knowing that there is a human at the other end who is working for me rather than for an institution. And this is what sets White Lighthouse apart from investment firms I have experienced: a combination of humanity, integrity, professionalism and single-minded focus on the client. And as the company expands, it is reassuring to see how carefully new team members are selected to safeguard the working principles and values that make White Lighthouse unique.

White Lighthouse has taken the complexity and anxiety out of financial decisions and has helped me navigate with confidence one major life event and the recurring tax hiccups of every American citizen living and working abroad. Net: they have tremendously contributed to make my life easier!

Shortly after landing my dream job in 2010, Jonathan and White Lighthouse have been alongside as a trusted companion to help architect my family’s financial strategy. In addition, White Lighthouse helped to navigate life's other opportunities including taxes, career, relocation, and family. There have been countless times where I would seek the sage advice of White Lighthouse to tackle urgent life decisions. I sleep well at night knowing that my financial well-being is in good hands, thanks to the amazing support of White Lighthouse!

As an expat American, I struggled for years to find an investment manager that understood the challenges of living outside the USA. Several years ago, a friend recommended White Lighthouse, and the White Lighthouse team has provided the best experience I have ever had in thirty years working with investment managers, financial advisors and banks.

White Lighthouse’s sign-up process is quick and simple and the fee structure easy to understand. Contacts with White Lighthouse are, without exception, timely, helpful, solution-oriented and positive. The team has even guided me through three life-changing events, and helped me develop tax-saving strategies. Simply put: the White Lighthouse team has saved me countless hours of worry.

If you’re looking for an investment manager, strong performance and expertise are table stakes. But if you’re also looking for intangibles: empathy, responsiveness, efficiency, hard work and integrity, this is what makes the team a pleasure to work with. From my very first exploratory conversation, White Lighthouse gave me the feeling that I was more than “just another client.” I might add, the return on my investments with White Lighthouse have far outstripped my expectations.

You can’t put a price on peace of mind – for me, White Lighthouse’s decision-making support and investment management have been a blessing. I recommend them most enthusiastically.

In a nutshell, Jonathan Lachowitz is an Investment Manager's Investment Manager. I should know because I have two master's degrees in business administration and international finance, and I spent my entire career in banking, financial services, and investment management.

I hired Jonathan 13 years ago to help organize my retirement. Notwithstanding my professional credentials and experience, I could not have done it by myself. He has made me realize how little I knew of financial planning and investment management, especially in the international arena. My wife and I are now comfortably retired without any financial worries precisely because of Jonathan's expertise and care. We are organized properly, and he has worked absolute magic on our investment portfolio.

I also liken Jonathan to the traditional family country doctor, who is always available for consultation, and who, when necessary, makes house calls on cold winter nights. One doesn’t need him all the time, but when one does, he is right there, from wherever he is. Jonathan has an instinctive, holistic approach to financial planning which means that he considers the needs of the entire family. That is what we want most of all, because we are not here forever. As we enter our golden years, we have found comfort in knowing that our children and our five beautiful grandchildren will also be in good and steady hands.

For over ten years, I have been a very satisfied client of White Lighthouse.

This satisfaction comes not only from access to unmatched expertise in Swiss-US financial management and from solid long-term portfolio performance.

The working relationship is more than implementing a well-tailored financial plan. White Lighthouse advisors take time to know you and your objectives, both financial and personal. Their work incorporates the needs and concerns of clients as individuals, with differing family situations, life stages and levels of financial expertise.

The advisors are always open for questions, to toss around ideas, and to evaluate alternatives. They provide clear explanations and quickly execute action plans. They also make sure those administrative things get done that you keep putting off or may not realize you need to do.

If you want to more confidently navigate the shoals of cross-border personal financial management and to work with skilled advisors who give you the certainty that you are in good hands, I highly recommend White Lighthouse.