The problem
Many families have advisers, accounts, entities, portfolios, properties and documents spread across countries. Each adviser sees their own part. No one owns the full picture, and the gaps between advisers are where the most expensive mistakes happen.
The result: tax decisions made without seeing the wealth position. Investment decisions made without seeing the tax consequences. Estate plans made without seeing the full balance sheet.
What a private office changes
Centry combines in-house software, Wealth Engineers, tax expertise, regulated investment capability through Crito Capital where required, and client-authorised implementation into one operating layer. The result is a private office that can diagnose, plan, execute and monitor, without the headcount of a traditional family office.
One Coordinated Plan
One Wealth Engineer · One plan · One maintained fact base
How the operating model works
Your Wealth Engineer is the single accountable lead. They maintain one fact base across your tax, wealth, residency, entities, advisers, documents, deadlines and family goals.
- Diagnose: Map your full position across jurisdictions, structures, assets and family needs.
- Plan: Design a bespoke plan balancing goals against real constraints: tax, liquidity, risk, timing and family priorities.
- Implement: Execute approved plans with client authority and the right professional or regulated partner involvement.
- Monitor: Adapt as life changes: new goals, market moves, rule changes, emerging risks and opportunities.
How this differs from a traditional private office
A traditional private office can be expensive, manual and built around people alone. Centry combines human expertise with software built in-house, which can make the service faster, more precise and more efficient. The technology organises, monitors and surfaces gaps. The Wealth Engineers make the decisions.
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
FAQ
What is Centry's private office model?
Centry's private office model combines tax restructuring, wealth optimisation, in-house software and Wealth Engineers. It gives clients one operating layer across tax, wealth, residency, entities, investments, documents, deadlines and implementation.
How is this different from a traditional private office?
A traditional private office can be expensive, manual and built around people alone. Centry combines human expertise with software built in-house, which can make the service faster, more precise and more efficient.
Does Centry implement decisions?
With client authority and the right professional or regulated partner involvement, Centry can help implement plans, including opening accounts, instructing custodians, moving assets, placing trades, submitting forms and implementing tax structures.
Does Centry replace my current advisers?
Not necessarily. Centry can work alongside existing advisers where they add value. The priority is that the full picture is maintained and nothing falls between advisers.
Important note
Website content is general information only. Personal tax advice requires a client engagement, review of the relevant facts and documents, and appropriate jurisdiction-specific analysis.