Your Family’s Financial Life. Organized in One Place.
Yukon Wealth Management helps successful families coordinate investments, tax planning, estate planning, retirement, business interests, insurance, philanthropy and family wealth.
We serve as a central point of coordination so the people, plans and assets around your family work together.
Two portals. Two different purposes.
A clearer client experience starts with knowing exactly where to go.
Schwab Alliance
Investment accounts, balances, statements, tax forms and Schwab approvals.
Go to Schwab AllianceeMoney Client Portal
Financial plan, net worth, goals, spending and your broader financial picture.
Go to eMoneyNot sure which one to use? Schwab is for investment accounts and custodial documents. eMoney is for your financial plan and overall financial picture.
A family office without building one yourself.
The question is bigger than “How should we invest?”
Investments, taxes, trusts, businesses, real estate, insurance, philanthropy and family decisions interact. Yukon helps organize the pieces and coordinate the people responsible for them.
The challenge is often not finding another advisor. It is making sure everyone is working from the same plan.
Family CFO
One coordinated financial picture.
Organize the Wealth
Bring accounts, entities, trusts, real estate and planning information into a coherent family view.
Coordinate the Advisors
Help the CPA, estate attorney, insurance professionals and investment team work from the same picture.
Stay Involved
Revisit the plan as markets, taxes, family circumstances and ownership structures change.
Wealth should survive more than markets.
Preserving family wealth across generations means planning for circumstances families do not always like to discuss.
Marriage & Remarriage
Consider how divorce, future spouses and remarriage can affect family wealth and long-term intentions.
Inheritance Protection
Review whether inherited wealth should pass outright or remain in trust, and how beneficiary designations coordinate with the estate plan.
Continuity & Control
Plan for incapacity, creditor exposure, poor financial decisions and the transition of responsibility after a patriarch or matriarch is gone.
Your investment advisor should understand your tax return.
Investment decisions affect capital gains, income taxes, retirement distributions, charitable planning, estate strategy and cash flow.
Yukon reviews relevant tax information as part of the client relationship and works with the family’s tax professionals to identify opportunities where planning and investment decisions intersect.
Planning may include
Tax-loss harvesting · Asset location · Capital-gain management · Charitable strategies · Retirement withdrawal sequencing · Roth conversion analysis · Direct indexing · Concentrated-position planning
The portfolio should serve the plan — not become the plan.
Yukon builds investment strategies around the family’s cash flow, taxes, time horizon, risk, legacy goals and broader financial picture.
Our approach may include diversified equities, individual Treasuries and fixed income, dividend strategies, direct indexing, concentrated-position planning, alternatives where appropriate, retirement-income planning and customized cash management.
Independent. Fiduciary. Personal.
Yukon Wealth Management, Inc. is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.
Yukon grew out of a family office mindset.
Yukon was built around the same principles we use to manage our own family’s financial affairs: understand the entire picture, coordinate the right professionals, protect what has been built, and make decisions with the next generation in mind.
Over time, that approach became the foundation for how we serve clients. Today, Yukon combines investment management, financial planning, tax awareness, estate coordination and multi-generational oversight for families whose financial lives require more than portfolio management alone.
John R. Hanahan, MBA, AIF®
President
John leads Yukon’s team and brings an owner’s perspective to wealth management. As an entrepreneur and owner of several businesses, he has firsthand experience with many of the same issues Yukon clients face — business ownership, liquidity events, concentrated equity positions, private investments, real estate, taxes, estate planning, family transitions, and evaluating non-traded investment opportunities.
Those experiences reinforced his belief that families often need more than an investment manager. They need a Family CFO — someone who understands the whole picture, helps coordinate the right professionals, anticipates potential problems, and stays involved as important decisions arise.
Rather than trying to provide every service under one roof, Yukon works with highly qualified outside attorneys, CPAs, insurance professionals and other specialists when appropriate, helping families assemble the right team for each issue while reducing the potential conflicts that can arise when one firm is expected to provide every solution.
That independence is intentional. Yukon’s role is to help the family evaluate the options, ask the right questions, and coordinate the professionals needed to carry the plan forward.
Useful thinking for complex financial lives.
Our launch library focuses on the real questions successful families ask.
What Does a Family CFO Actually Do?
For successful families, the hardest financial problems often live between the specialties. Investment decisions affect taxes. Estate documents affect account ownership. Business interests influence liquidity. Insurance decisions affect family continuity.
The Family CFO role
A Family CFO keeps the entire financial picture organized and coordinated. The role is not to replace the CPA, estate-planning attorney, insurance professional or other specialist. It is to make sure the right questions reach the right professionals — and that important decisions do not fall into the gaps between them.
- Coordinate liquidity events with tax, estate and charitable planning.
- Review concentrated stock before diversification creates an avoidable tax surprise.
- Check whether beneficiary designations match the estate plan.
- Help a surviving spouse understand accounts, professionals, cash flow and next steps.
- Evaluate private and non-traded opportunities in the context of total liquidity and risk.
Who is responsible for making sure all of this works together? If the answer is unclear, that is exactly the gap a Family CFO is designed to fill.
This material is for informational and educational purposes only and is not intended as investment, legal, accounting or tax advice.
How Do You Protect Family Wealth From Divorce or Remarriage?
Markets are not the only risk to multi-generational wealth. Depending on the circumstances and applicable law, inherited assets can become more vulnerable when they are commingled, retitled, used jointly, exposed to creditor claims or redirected through later estate-planning decisions.
What happens if a surviving spouse remarries?
A client may want a surviving spouse to have complete financial security for life while also wanting remaining family wealth ultimately to pass to children and grandchildren. Those goals can coexist, but they usually require thoughtful planning.
Beneficiary designations matter
A sophisticated trust does little good if major accounts pass outside of it in a way the family did not intend. Retirement accounts, life insurance, transfer-on-death registrations and jointly owned assets should be reviewed alongside the estate plan.
If something happened today, would the money ultimately go where this family believes it will — and would it be protected when it gets there?
Yukon does not draft trusts or provide legal advice. We help identify planning gaps and coordinate with appropriate professionals.
What Happens Financially When the Patriarch or Matriarch Dies?
The months after a death are a poor time for a family to discover that only one person understood the finances.
Continuity should be built before it is needed
- Create an organized inventory of significant accounts, entities, policies and professionals.
- Make sure the surviving spouse knows who to call first.
- Review beneficiary designations and account ownership before a crisis.
- Identify near-term cash needs and where liquidity will come from.
- Clarify who is responsible for trusts, businesses, real estate and other family assets.
The best time to prepare a surviving spouse is while both spouses are still available to explain the plan together.
This material is for informational and educational purposes only and is not intended as investment, legal, accounting or tax advice.
Why Your Investment Advisor Should Understand Your Tax Return
Investment decisions and tax decisions are often the same decision viewed from two different angles.
A tax return can reveal planning questions
Relevant tax information may highlight capital-loss carryforwards, large interest income, charitable deductions, retirement distributions, business income, realized capital gains or other items that deserve discussion.
- When should gains be realized?
- Are there tax-loss harvesting opportunities?
- Would charitable gifting of appreciated securities make sense?
- How should withdrawals be sequenced among taxable, tax-deferred and Roth accounts?
- Would direct indexing or another tax-managed approach add value?
Yukon does not prepare tax returns or replace the client’s CPA. The point is coordination.
This material is for informational and educational purposes only and is not intended as investment, legal, accounting or tax advice.
Planning for a Liquidity Event: What Should Happen Before the Check Arrives?
Selling a business or another highly appreciated asset can create a life-changing amount of liquidity — and a very short window for important decisions.
Do not wait until closing
Some of the largest planning opportunities may exist before a transaction is final. Once the deal closes, certain tax, charitable, estate and ownership strategies may no longer be available or may be less effective.
- How much of the proceeds will be needed for taxes?
- What portion should remain liquid for near-term needs?
- Are charitable goals better addressed before closing?
- Should estate-planning strategies be evaluated before the value is fully realized?
- How quickly should proceeds be invested?
A liquidity event is not the end of the planning process. It is the beginning of an entirely new one.
This material is for informational and educational purposes only and is not intended as investment, legal, accounting or tax advice.
Your family has spent years building its financial life.
The next step is making sure it is organized, coordinated and protected.
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