Direct answer: Centry helps founders navigate the transition from building to owning, with tax restructuring, exit planning, adviser coordination, residency modelling and wealth optimisation, supported by in-house software and human expertise.
The problem
Most founders start financial planning too late. By the time the exit conversation is real, the most impactful structuring windows may have already closed. Equity is vesting across jurisdictions, options have cross-border tax consequences, and family circumstances have evolved faster than the plan.
The advisers who helped build the business rarely understand the wealth that follows. Accountants, tax lawyers, wealth managers, banks and estate planners each see one part. No one owns the full picture.
The founder lifecycle
Build
Equity, options, vesting, company structure, co-founder arrangements and early-stage tax decisions across jurisdictions.
Raise
Ownership mapping, cap table clarity, holding structures, investor terms and cross-border entity choices.
Exit
Pre-exit structuring, timing, earn-out modelling, tax-efficient disposal, departure planning and adviser coordination.
Relocate
Residency modelling, regime comparison, timing, family needs, school choices, property and departure-country obligations.
Deploy
Post-exit wealth coordination: investment, tax-efficient structuring, estate planning, family governance and ongoing monitoring.
What Centry coordinates
Centry builds the founder's full financial picture, designs the plan and supports implementation across the relevant advisers, jurisdictions and timeframes. In-house software helps organise information, model scenarios and monitor change. Wealth Engineers provide the judgement and accountability.
Regulated investment capability
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.
Relevant insight articles
- What founders should organise before changing tax residence
- Map ownership before raising or exiting
- What is a Wealth Engineer?
- How to coordinate advisers
FAQ
When should a founder start planning?
Before the exit, not after. Many of the most impactful tax and structuring decisions have deadlines or holding-period requirements that only work if they start early. The best time is typically well before the liquidity event, early enough for holding-period and structuring requirements to work.
What if I have equity or options across multiple countries?
Cross-border equity, options, earn-outs and vesting create overlapping tax obligations. Centry maps the full picture across jurisdictions and coordinates professional advice from the right local experts.
Does Centry help with relocation?
Centry can help founders model the tax and wealth consequences of changing residence before moving, coordinate departure-country and arrival-country advice, and implement the right timing and sequence.
Can Centry manage investments after an exit?
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.