White Lighthouse Investment Management

White Lighthouse Investment Management

White Lighthouse Investment Management is a Swiss-based wealth manager addressing the specific friction points that arise when American expatriates, or non-Americans holding US assets, need integrated financial planning. The firm's existence is a direct response to the compliance burden created by FATCA and the US tax code's citizenship-based taxation. Its location in Lausanne, a hub for international organizations and private banking, places it near a high density of potential clients. The firm's strategy is built on cross-border advisory rather than discretionary asset management alone. It combines investment management with financial planning that must reconcile the Swiss three-pillar pension system, US IRA and 401(k) rules, and tax treaties. The typical client likely holds assets in multiple currencies and jurisdictions, requiring coordination across Swiss banks, US brokerages, and potentially holding structures. The firm's investment approach is therefore highly customized, likely relying on model portfolios with tax-aware overlays rather than pooled funds. Operational scale is opaque. No public regulatory filings disclose assets under management, and the firm does not publish a team headcount. As a small Swiss wealth manager, it may operate under an independent asset manager license from FINMA or via affiliation with a larger supervisory organization. Adjacent services probably include US tax compliance coordination and pre-immigration planning for individuals relocating to or from the United States. No philanthropic vehicles or operating businesses are publicly associated with the firm. The structural differentiator is the firm's identity as a bilingual regulatory intermediary. It sits at the intersection of two of the world's most demanding financial compliance systems and offers not just advice but navigational capability. For a client who is unwelcome at many Swiss private banks — precisely because of US person status — White Lighthouse provides a rare onboarding path that keeps both sides of the Atlantic compliant.