White Lighthouse Investment Management Sàrl

Investment management and cross-border financial planning for expat Americans, non-Americans living in the United States, global families and clients needing a global perspective.

Comprehensive risk profiling, personal financial discovery, personalized investment strategy, investment policy statements, ETF-, stock- and bond-based portfolios, tax-smart security selection and tax-loss harvesting.

Retirement planning, estate planning, budgeting and cash flow analysis, education funding, cross-border moves, inbound and outbound tax planning, insurance and banking questions.

Tax optimization strategies for international families, including US and Swiss income, wealth, estate, gift and social security tax considerations.