Encryption and access control
Documents, records and sensitive client data are protected with encryption at rest and in transit.
Security & privacy
Security for serious financial lives.
Centry works with sensitive tax, wealth, family and identity information. Security is therefore part of the service model, not an afterthought: secure workflows, controlled access, Swiss-hosted infrastructure, private data handling and human review around AI-supported analysis.
How data is protected
Built around encryption, access control and Swiss hosting.
Swiss infrastructure
Client data is stored on servers in Switzerland, supporting a privacy-first posture for sensitive wealth information.
Controlled access
Role-based permissions limit who can view client information, with careful handling for sensitive activity.
Privacy posture
Your information is not training material.
Client information is used to serve the client, not to train public models. Centry’s AI-supported workflows are designed around bounded use, access control and human review.
Private intelligence
No public LLMs can see your data.
Technology helps Centry move faster, but sensitive documents, structures and family information stay inside controlled, permissioned workflows.
Controlled systems
Information is processed through permissioned systems designed around private financial records.
Human checks
Wealth Engineers review outputs before recommendations or client-facing actions move forward.
Need-to-know access
Specialists are involved where needed, with information sharing limited to the work they need to complete.
AI trust and privacy
AI-supported analysis stays bounded by human review.
Centry's AI-supported workflows are built around bounded use, access control and human review. Implementation is client-authorised and human-reviewed, with appropriate controls and regulated partner involvement where required.
Private stack
Centry's private agentic software stack helps ingest, organise, model and monitor client information inside controlled workflows.
Data minimisation
Use only the information required for the agreed scope of work.
Human review
Wealth Engineers and tax professionals remain in the loop for judgement, planning and consequential actions.
Client-authorised execution
Approved implementation can include instructions, forms, accounts, custodians, trades, asset movements and tax structures, with appropriate controls and regulated partner involvement where required.
Related legal and privacy pages
- Privacy Policy
- Disclosures
- Disclaimer
- How Centry thinks about privacy, control and human review
- Data privacy in AI-powered family offices
Does Centry use AI with private information?
Yes, within controlled workflows. Centry uses AI-supported systems to organise information, prepare workflows, model scenarios and surface risks, but sensitive information is handled within agreed client scope, access controls and human review.
Is Centry’s infrastructure secure?
Privacy is central to Centry’s service. Centry uses secure, access-controlled workflows, Swiss-hosted infrastructure and private data handling designed for sensitive financial information.
Does AI make tax or investment decisions?
No. AI supports preparation, organisation, modelling and workflow. Consequential tax, investment, structuring and implementation decisions remain human-reviewed by Wealth Engineers, tax professionals and, where required, regulated partners.
Where can I review privacy terms?
You can review the Privacy Policy, Disclosures and Disclaimer via the links on this page and in the website footer. These explain how information is handled, what Centry does and does not provide, and the limits of website content.
Next step
Ask how Centry handles your information.
Book a consultation about your current setup, the data involved and the controls expected before anything sensitive is shared.