Subject category:
Strategy and General Management
Published by:
International Institute for Management Development (IMD)
Version: 05.10.2020
Length: 18 pages
Data source: Field research
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Abstract
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 (eg 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.
Time period
The events covered by this case took place in 2007-2018.Geographical setting
Country:
United States
Featured company
White Lighthouse Investment Management
Employees:
2-10
Industry:
Financial services
Subject category:
Strategy and General Management
Published by:
International Institute for Management Development (IMD)
Version: 05.10.2020
Length: 24 pages
Data source: Field research
About
Abstract
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 (eg 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.
Settings
Time period
The events covered by this case took place in 2007-2018.Geographical setting
Country:
United States
Featured company
White Lighthouse Investment Management
Employees:
2-10
Industry:
Financial services
Related
Subject category:
Strategy and General Management
Published by:
International Institute for Management Development (IMD)
Version: 05.10.2020
Length: 24 pages
Data source: Field research