Currie, Slaunwhite, Hughes & Associates
Managing significant wealth can feel overwhelming. Taxes, corporate structure, estate decisions, and long-term security all intersect—often in ways that aren’t obvious. We simplify the journey. Our team integrates your goals, finances, business interests, and family priorities into a cohesive strategy designed to protect everything you’ve built.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
Business owners and entrepreneurs
You’ve built something meaningful. We help you convert years of work into lasting wealth through effective tax planning, corporate structure optimization, and transition strategies.
Professionals and high-income families
From income planning to long-term lifestyle protection, we help high-achieving professionals create financial confidence and multi-decade stability.
Agriculture and family enterprises
Preserve your land, legacy, and family relationships with intergenerational strategies designed for smooth transitions and minimized tax impact.
What we do
- Plan - A financial strategy built around your life—not the other way around.
- Preserve - Protect family, wealth, business assets, and legacy with proactive planning.
- Grow - Personalized investment guidance focused on disciplined, long-term growth.
- Transition - Plan major life and business changes with confidence and tax efficiency.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
