Direct answer: Centry gives internationally mobile families one place where tax, wealth, residency, property, schooling and estate decisions are reviewed together, so nothing falls between advisers in different countries.
The problem
International families often make life decisions before the financial consequences are clear: where to live, where children go to school, how property is held, where assets sit, what gets sold, how inheritance works and which country has taxing rights.
Advisers in different countries rarely coordinate. The family is left to do the connecting: connecting tax lawyers, accountants, wealth managers, banks, estate planners and property advisers across jurisdictions. The gaps between those advisers are where the most expensive mistakes happen.
What Centry coordinates
Cross-border tax
Residency status, income sources, capital gains timing, treaty positions, departure taxes and arrival-country obligations.
Wealth and structures
Entities, trusts, foundations, custody, portfolios, private investments, co-ownership and beneficial ownership mapping.
Family and estate
Multi-jurisdiction estate planning, succession, school fees, property ownership, family governance and future planning.
How the coordination works
Centry builds the family's tax and wealth operating picture, produces the plan, supports implementation and monitors the position as residence, assets, rules and family needs change. A Wealth Engineer maintains one fact base across all jurisdictions, advisers and family members, so nothing falls between the gaps.
In-house software helps structure the complexity, model scenarios, track deadlines and surface changes that need attention between annual reviews.
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
- Cross-border wealth coordination for globally mobile families
- Estate planning for globally mobile families
- How to coordinate advisers
- What is a Wealth Engineer?
FAQ
Why do globally mobile families use Centry?
Globally mobile families often have homes, assets, companies, schools, advisers, tax obligations and family goals spread across more than one country. Centry helps create one joined-up picture for those decisions.
Is Centry only for families with a traditional family office?
No. Centry is often most useful before a family builds a full in-house family office. It gives the family the visibility, rhythm and implementation support of a private office without needing to hire a full internal team.
Can Centry help with estate planning across multiple countries?
Multi-jurisdiction estate planning typically requires understanding how different succession laws interact with family structures, tax treaties, trusts, foundations and wills. Centry helps map the picture and coordinate specialist legal advice.
Does Centry replace family advisers?
Not necessarily. Centry can work alongside existing advisers where they add value. For families, the priority is that the full picture is maintained and decisions do not fall between advisers.