Direct answer: Centry coordinates specialist partners across tax, legal, residency, investment and structuring, maintaining one fact base and one accountable relationship for the client.
Why coordination matters
Most adviser relationships are bilateral. The tax lawyer sees the tax position. The wealth manager sees the portfolio. The estate planner sees the will. No one sees how these pieces connect, and the gaps are where the most expensive mistakes happen.
Centry's Wealth Engineer maintains one fact base and one plan, bringing specialist partners into the work when their expertise is needed without fragmenting the view.
Partner areas
Tax and legal
Centry provides tax advice in-house, combining software built in-house with Wealth Engineers with legal and tax backgrounds. Jurisdiction-specific legal or local tax input can be brought in where required.
Regulated investment advice and portfolio management
Provided through our regulated partner Crito Capital, Empresa de Investimento, S.A., which is authorised and regulated by the CMVM in Portugal.
Residency and relocation
Mobility work is connected to tax, wealth, family, structures and timing rather than treated as a standalone application.
Implementation support
Centry helps turn approved plans into action, including forms, accounts, custodians, asset movements, trades and tax structures where appropriate.
Working with existing advisers
Centry can work alongside a family's existing advisers where they add value. The Wealth Engineer ensures that all adviser outputs feed into one maintained picture and that nothing falls between the gaps. Existing advisers keep their role, but now they're part of a coordinated plan.
Crito Capital: regulated investment partner
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 Comissão do Mercado de Valores Mobiliários (CMVM) in Portugal. Investment services through Crito Capital are separate from and do not form part of Centry's tax, structuring or coordination services.
FAQ
Does Centry provide investment advice?
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 Centry work with my existing advisers?
Yes. Centry can work alongside existing advisers where they add value. The priority is that the full picture is maintained, nothing falls between advisers, and all moving parts are tracked.
Who are Centry's partners?
Centry partners with specialist professionals across tax, legal, residency, investment and structuring. Partners are selected based on the client's jurisdiction, complexity and specific needs, not referral arrangements.