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WLIM: SCALING UP A WEALTH MANAGEMENT BOUTIQUE

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Jonathan Lachowitz founded a start-up venture in the Financial Planning industry called White Lighthouse Investment Management in 2006. He targeted a niche segment (US citizens living abroad) that had a critical problem that was not addressed by existing companies (e.g. US Tax Reporting). The organization has grown slowly and consistently. In 2015 the current form of organization is stretched to a maximum. There are several decisions Jonathan needs to make, he needs to decide whether or not to hire new employees or partners and he needs to come up with a strategy on what type of clients he should accept.

【書誌情報】

ページ数:18ページ

サイズ:A4

商品番号:HBSP-IM1120

発行日:2020/10/4

登録日:2021/7/12

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