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. 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. 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.