Tax and wealth advice, finally working together.

Q: Can I use tax services without wealth services?

Yes. Many clients start with tax restructuring alone — residency planning, cross-border filings, entity structuring or compliance review. The wealth and tax services are designed to work together, but you are not required to use both. You can add wealth services later if and when it makes sense.

Centry helps globally mobile founders, investors and families structure, manage and protect their wealth across borders. One trusted team coordinates tax, wealth, accounting, structures and ongoing advice.

Book a consultation Explore tax & wealth

One trusted point of contactTax and wealth reviewed togetherProactive continuous optimisation

Tax & Wealth

Tax and wealth, connected.

Your tax position shapes your wealth. Your wealth shapes your tax. Centry reviews them as one, so everything is cohesively optimised around what actually matters: achieving your life goals.

Tax

Structure your tax position properly.

For globally mobile people, tax is not just one return in one country. It is residency, company ownership, income, assets, timing, documentation, filings and implementation working together. Reducing unnecessary tax drag will arguably have the highest impact on growing your wealth over time.

View full tax scope

Tax restructuringReview and restructure your tax position across jurisdictions to reduce unnecessary taxable impact.
Residency planningAssess where you are tax resident, where you could be, and what changes when you move.
Company and asset structuringReview how companies, trusts, and assets are held to ensure structures still serve your objectives.
Personal and company tax returnsPrepare and file personal and corporate returns across jurisdictions, coordinated with the wider plan.
Cross-border tax reviewsIdentify tax exposure, treaty benefits, and compliance gaps across multiple countries.
Global tax regime support (e.g. IFICI / NHR)Evaluate eligibility for favourable global tax regimes, such as IFICI and NHR. We model the real-world benefit against your full position, align your structures to meet requirements, and manage the application process.
Crypto and digital asset tax reviewMap crypto holdings, transactions, and staking across wallets and exchanges for accurate tax treatment.
Implementation and monitoringTurn approved plans into action and monitor changes in rules, residency, or assets that could affect your position.

Explore Tax Services Estimate your tax savings

Wealth

Manage wealth with the full picture in mind.

Your wealth should help you achieve your life goals. Wealth should not be reviewed in isolation from tax, liquidity, custody, family needs, risk, structures and future plans. Centry connects your portfolio to your wider financial picture and helps identify practical optimisation opportunities.

View full wealth scope

Liabilities modellingMap expected and potential future liabilities so the wealth plan is built around what you will need, not just what you have.
Asset allocationReview how wealth is distributed across asset classes, geographies, and risk profiles against your objectives.
Wealth optimisationIdentify practical ways to improve net returns by reviewing fees, allocation, tax drag, and liquidity.
Portfolio and fee reviewAudit what you hold, what you pay, and whether the cost structure is justified by the value delivered.
Risk and concentration analysisSurface concentration risks across portfolios, property, private holdings, and single-stock positions.
Liquidity and drawdown planningModel where cash comes from, when it is needed, and which assets should be drawn down first.
Capital call planningPrepare for upcoming capital calls so funding is available without triggering unnecessary tax or forced sales.
Custody and account structure reviewReview where assets are held, whether custody is optimal, and if account structures need simplifying.
Private investment and crypto visibilityBring private investments, venture holdings, and digital assets into the same picture as traditional portfolios.
Monitoring and alertsTrack changes in markets, rules, deadlines, and asset values so the plan adapts rather than going stale.

Explore Wealth Services

Connected advice

Tax optimisation is the foundation of wealth growth.Centry reviews both together, so decisions are made in the context of your full position, unlocking the gearing effect that tax efficiency has on long-term wealth.

Why it matters

Your advisers only see part of the picture.

Wealth managers often review portfolios without seeing the full tax position. Tax advisers often advise on structure without seeing the whole balance sheet. Accountants focus on compliance. Banks focus on products.

For globally mobile clients, that fragmentation creates expensive blind spots. A capital call, portfolio sale, relocation, property purchase or liquidity event can create tax consequences that no single adviser owns. Centry exists to own the whole picture.

Is my structure right?

Am I paying more tax than I should?

Who actually understands the full picture?

What changes if I move country?

Why do my advisers give different answers?

Who do I call first?

Fragmented

Wealth ManagerPortfolio focus

Tax AdviserStructure focus

AccountantCompliance focus

BankerProduct focus

Legal CounselLegal focus

Other AdvisersPartial context

One Coordinated Plan

All aspects. Connected. Modelled. Optimised. Aligned with your goals.

Complete visibility Integrated advice Scenario tested Confident decisions

An adviser and a client at a table with two separate document stacks laid side by side, at the moment of seeing the full picture together

My accountant did tax. My wealth manager did investments. Neither talked to each other. Centry was the first time someone looked at both and said: here's what you're actually leaving on the table.
Exited entrepreneur, United Kingdom

What we do

A plan built around your goals, not a generic template.

Every client's circumstances are different. Centry builds a custom plan tailored to your specific goals, constraints and family position, then implements, monitors and adjusts it over time.

Diagnose

Understand your position

We map your full picture: residence, income, entities, assets, family needs and future plans, to understand what matters most to you.

Plan

Design your plan

We build a bespoke plan that balances your goals against real constraints: tax, liquidity, risk, timing and family priorities.

Implement

Put it into action

Your approved plan is executed precisely: accounts, structures, asset movements and filings, all coordinated so nothing falls through the cracks.

Monitor

Keep it current

Your plan adapts as your life changes: new goals, market moves, rule changes, emerging risks and opportunities. We run continuous analysis and suggest revisions on a proactive basis.

Ongoing review·Always current·Always connected

"Centry analyses my portfolio and gives me value every day of the year, not just a bottle of wine at the end of the year."
Private client, South Africa

Technology-enabled

Faster, clearer advice - without losing human judgement.

Centry's private software stack helps ingest information, model planning scenarios, identify opportunities, support implementation and monitor changes, with Wealth Engineers in the loop.

Ingest

Centry's private software stack helps organise documents, assets, structures, accounts and adviser inputs into one usable fact base.

Model

Planning scenarios can be reviewed faster, including tax restructuring options, liquidity routes, portfolio drag, custody questions and implementation steps.

Monitor

Changes, deadlines, anomalies and opportunities are surfaced over time so the plan can keep improving.

Human review

Nothing consequential is executed without Wealth Engineers and appropriate professional review in the loop.

Who we help

For people whose wealth has become internationally complex.

Centry is built for clients whose financial lives have outgrown disconnected advisers, annual reviews and spreadsheets. The trigger is usually complexity: cross-border residence, company ownership, liquidity events, private investments, property, crypto, multiple advisers, family planning or tax uncertainty.

Founders

Equity, companies, exits, relocation and tax exposure across jurisdictions.

Investors

Public markets, private deals, property, crypto and cash spread across platforms.

International families

Residency, education, estate planning, homes, inheritance and long-term security.

Modern asset holders

Digital assets treated seriously as part of a wider tax, wealth and estate plan.

Professional walking through a minimal architectural doorway, suggesting movement between places

I sent them a messy spreadsheet and a PDF from my broker. A couple of hours later they had the full picture modelled with three scenarios. I've never seen that speed from a traditional firm.
Investor, Brazil

Trust

Human-led. Specialist-backed. Built for serious decisions.

Centry is not a chatbot, not a robo-adviser and not a product-led bank. You work with a human lead who owns the relationship, supported by technology and specialist partners where appropriate.

Human-led

A Wealth Engineer is accountable for turning information into a plan.

Specialist-backed

Tax, legal, investment, structuring and residency specialists involved where needed, provided in-house or coordinated with your preferred advisers.

Private by design

Sensitive information is handled with clear controls, limited access and careful review.

Aligned by design

Centry is built around the client’s full tax and wealth outcome, not isolated product sales.

No false certainty

Centry maps out a range of scenarios, identifies risks associated with each, and proposes mitigations, so decisions are made with full visibility, not false promises.

Calm portrait of a client seated near a window in soft natural light

I've had private banks try to sell me products I didn't need. Centry actually told me to keep what I had in one case because it was already the right structure. That's when I knew they were on my side.
Private client, Canada

Security & privacy

Private wealth data needs private infrastructure.

Centry works with sensitive financial, tax and family information. We run our own technology stack on Swiss-hosted infrastructure using primarily open-source software, reducing reliance on third-party providers and the data-breach risk that comes with it.

Swiss-hosted software & data

Software and client data are hosted on our own servers in Switzerland, not on shared SaaS platforms, with jurisdiction-aware controls around where sensitive records live.

Own infrastructure, open-source core

Centry's stack is built on open-source software running on infrastructure we control, minimising third-party exposure. Data is encrypted at rest and in transit.

No public LLM exposure

Client data is not sent to public large language models or persisted with LLM providers. Our intelligent systems run inside controlled, permissioned workflows.

Questions people ask before the first call.

What does Centry do?

Centry helps globally mobile founders, investors and families restructure tax and optimise wealth so both work hand in hand. We combine in-house software with human Wealth Engineers and tax expertise to create one consolidated picture across tax, residency, entities, investments, property, digital assets, accounting, documents, deadlines and ongoing monitoring.

From this picture, Centry designs a wealth plan tailored to meet your specific objectives and constraints. The outcome is practical optimisation and recommendations, not just organisation: where to draw liquidity from, how to reduce unnecessary taxable impact, how to handle capital calls, how to spot avoidable fees, and how to make tax and wealth decisions work together.

Do you replace my existing advisers?

It depends on what works best for you. Many clients choose Centry as their single point of coordination for tax and wealth. Others prefer to keep trusted advisers in place and have Centry work alongside them, providing the central operating layer that connects everything into one plan.

Either way, nothing is disrupted without your agreement.

Is Centry service or software?

Both. Centry has built its own software in-house and combines it with human expertise for speed, precision and efficiency. The software helps ingest information, structure the fact base, identify opportunities, support implementation and monitor changes. Wealth Engineers and tax professionals provide the judgement, review and execution oversight.

Do I need to move my assets to work with Centry?

No. Centry starts by understanding what you already own, where it is held, how it is taxed, who advises on it and what decisions are coming up. If a better structure, custodian, portfolio setup or liquidity route is appropriate, Centry can help implement that with the client's authority and the right professional or regulated partner involvement.

Is Centry only for ultra-wealthy families?

No. Centry is for people whose financial life has become too complex for disconnected advisers and spreadsheets. That often means globally mobile founders, investors and families with cross-border tax, residency, company, property, private investment, digital asset, estate planning or adviser complexity. The driver is complexity, not a published net worth threshold.

Is this AI advice?

No. Centry is human-led and AI-supported. Our private agentic software stack helps organise information, model scenarios, identify optimisation opportunities, prepare workflows and monitor change. Consequential tax, investment, structuring and execution decisions remain reviewed by Wealth Engineers, tax professionals and, where required, regulated partners.

Is Centry regulated?

Yes. Centry operates as a tied agent regulated under the CMVM (Comissão do Mercado de Valores Mobiliários) in Portugal. We are subject to applicable EU regulatory frameworks including MiFID II, MiCAR and ESMA guidelines, and can serve clients across the broader European Union.

Can I use tax services without wealth services?

Yes. Many clients start with tax restructuring alone: residency planning, cross-border filings, entity structuring or compliance review. The wealth and tax services are designed to work together, but you are not required to use both. You can add wealth services later if and when it makes sense.

What happens after the first call?

If there is a fit, Centry begins with a diagnostic. We map your tax, wealth, residency, entities, assets, advisers, documents and upcoming decisions. From there, Centry prepares a detailed tax plan, supports implementation and provides ongoing monitoring so tax and wealth decisions continue to work together.

Is my information private?

Yes. Centry works with sensitive financial, tax and family information, so privacy is central to the service. Centry uses secure, access-controlled workflows, Swiss-hosted infrastructure and private data handling designed for sensitive financial information.

Client voices

Why clients trust Centry.

Composite quotes, anonymised at our clients' request.

I was sceptical about what a new adviser could find. Within a week they'd identified treaty benefits I didn't know existed and a timing issue on a disposal that would have hit me hard.

Exited founder, Germany

The mental load was the hardest part. Not knowing whether something was falling through the cracks. Now I just get a message when something needs my attention.

Private client, France

Most advisers wait for you to call. Centry calls me with something specific, a number, and a recommendation. That's the difference.

Family office principal, United States

For the first time, someone asked me what I actually wanted the money to do. Not which fund to pick, what life I was building. The plan came from there.

Family, Australia

Start here

Bring your tax and wealth into one conversation.

Book a consultation with Centry and get a clearer view of your structure, risks, opportunities and next steps.

Book a consultation