What is Centry?
Centry is a human-led advisory relationship for globally mobile founders, investors and families. We bring tax, wealth, accounting, structures, advisers, documents and decisions into one practical plan.
FAQ
Questions before a private consultation.
Plain answers on what Centry does, how it works with advisers, how technology is used and what happens after the first call.
Start here
Most questions fall into four areas.
About Centry
Tax and wealth advice, working together.
Who is it for?
People whose tax, wealth, companies, assets, family needs and advisers now span more than one country.
Is Centry a wealth manager?
Centry helps coordinate the full wealth picture. That can include wealth management where appropriate, but the core role is making tax, structures, investments, residency, accounting and decisions work together.
Is this only for very wealthy families?
No. Centry is for people whose tax and wealth decisions have become complex enough to need coordinated advice before full family-office infrastructure makes sense.
Advisers and specialists
You do not need more disconnected advice.
Do you replace my existing advisers?
Not necessarily. Many clients keep advisers they already trust. Centry coordinates them, fills the gaps and brings tax and wealth advice into one plan.
Do I need to move my assets?
No. The first step is understanding what you already have. Changes are only recommended where appropriate and subject to professional review.
What does a Wealth Engineer do?
A Wealth Engineer owns context, prioritisation and sequencing. They turn information into a plan, coordinate specialists and keep open actions moving.
Which specialists are involved?
Tax, legal, investment, accounting, residency and structuring specialists can be involved where needed, with information shared according to the work they need to complete.
Technology, quietly
The system helps organise. Humans make the judgement.
Is this AI advice?
No. Technology helps organise information, monitor changes and surface risks. Human experts review the work and lead the relationship.
How does monitoring work?
Centry can track open risks, documents, deadlines, life events and adviser actions against the client map, then route meaningful signals for review.
Can I control the cadence?
Yes. Always-on does not mean constant interruption. Reviews, alerts and meetings can be set around the level of oversight you want.
What happens after the first call?
If there is a fit, we map your tax and wealth picture, identify what needs attention and prepare an initial review with priorities, risks and next actions.
Privacy and terms
Private information needs a controlled process.
Is my information private?
Yes. Privacy is core to the service. Sensitive information is handled through controlled workflows, permissioned access and human review gates.
Where can I read about security?
The Security & Privacy page explains the intended posture around Swiss-hosted infrastructure, bank-grade security patterns and public LLM boundaries.
Is Centry regulated?
Regulatory treatment depends on the service, jurisdiction and client circumstances. Where a regulated activity is required, Centry works with appropriate authorised partners where applicable.
What is not included?
Centry does not guarantee tax, legal or investment outcomes. Some services may require separate professional engagement or authorised partners.
General information only. Nothing on this page is legal, tax, investment or financial advice. Recommendations and specialist work are subject to professional review.
Next step
Still deciding if Centry fits?
Book a consultation and get a practical view on where your tax and wealth advice may need to work together.