Direct answer: Centry's AI-supported workflows help organise and surface information, but humans review every consequential decision. The technology increases speed, precision and coverage without replacing judgement.
The problem
Traditional private wealth work is slow because information is scattered across inboxes, PDFs, spreadsheets, advisers, banks, custodians and jurisdictions. Annual reviews miss what changes between meetings. Manual processes create gaps.
AI can help structure that complexity, but only if it is private, controlled and supervised by humans who understand the consequences.
How the technology works
Ingest
Structured and unstructured information: documents, spreadsheets, adviser outputs, regulatory filings, flows into one maintained fact base.
Model
Scenario modelling across tax, residency, structures and timing, surfacing opportunities and risks that manual analysis would miss or delay.
Monitor
Continuous monitoring of deadlines, rule changes, portfolio drift, document status and open actions, not just quarterly reviews.
Human review
Wealth Engineers review outputs before recommendations or client-facing actions move forward. The technology surfaces; humans decide.
AI trust and privacy
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.
Client information is processed within private, secure and access-controlled workflows. Swiss-hosted infrastructure. No public LLM exposure. Built on open-source software running on infrastructure Centry controls.
Relevant insight articles
FAQ
Is Centry an AI family office?
Centry is a human-led private office, supported by software built in-house, and wealth optimisation service. The AI does not replace judgement. It gives Wealth Engineers better speed, structure and visibility across tax, wealth, documents, assets, deadlines and implementation.
Is Centry service or software?
Both. Centry's software has been built in-house to support the work of Wealth Engineers and tax professionals. It helps ingest information, organise the client's financial life, model planning scenarios, identify opportunities and monitor changes. The service layer provides the human expertise and execution oversight.
Does AI make tax or investment decisions?
No. AI supports analysis, preparation and workflow. Consequential tax, investment, structuring and implementation decisions remain human-reviewed. Where regulated investment advice or portfolio management is required, this is provided through our regulated partner Crito Capital, Empresa de Investimento, S.A., which is authorised and regulated by the CMVM in Portugal.
Can AI access private financial information?
Centry uses private, secure and access-controlled workflows for sensitive information. AI-supported processes are bounded by the agreed client scope and reviewed by humans.