Wendy Warren

Consultant & Director at Caystone Trust

+1 242 397 6505

Wendy Warren is a Member

À propos de

Wendy

Wendy Warren is the Founder and Managing Director of Caystone. Prior to establishing Caystone Solutions, Ms. Warren spent 11 years as CEO and Executive Director of the Bahamas Financial Services Board, a financial sector body that works closely with government, regulators and private industry to ensure The Bahamas provides global clients with best in class financial services. Following her time with BFSB, in 2012 Ms. Warren established Caystone, an operational family office focused on full corporate and fund administration services.

Ms. Warren has worked in a variety of roles in the fund administration, wealth management and audit fields including 8 years co-leading the establishment and operation of a leading investment funds administrator. She has worked with families and family businesses for over 25 years and her knowledge of the financial services business and community is broad, augmented by a deep understanding of The Bahamas and its legislative framework. Ms. Warren is a Chartered Accountant and holds a bachelor’s degree in Accounting from the University of Waterloo, Canada.

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Caystone Trust

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Caystone Trust Company is part of Caystone Group, a boutique services firm built on the principles that individuals and businesses deserve discretion in the management of their affairs.

Caystone Trust specializes in bespoke fiduciary solutions delivered with exceptional and accessible service.

Caystone Trust Company benefits from being part of the Caystone Group, a Bahamas-based business services company with years of experience providing comprehensive and customized services and support to individuals, businesses and family office structures around the world.

We deliver the highest level of service by employing best-in-class fiduciary executives who each have a long record and history of building value-driven relationships with clients and their advisors. We value clients who look for longevity in the relationships with their chosen fiduciary partners. fiduciary partners.

Our Advantages.

Bespoke & Nimble — We believe each client is different, with unique objectives and we tailor our offering in support of those objectives. Achieving their goals requires expert guidance and Caystone Trust, a nimble and focused firm, stands ready to respond to the changing needs of our clients.

Bahamas-based, Global Reach — We sit in an ideal location to serve our clients anywhere in the world. However, we understand that our clients must be able to secure best-in-class multi-shore solutions and — with fiduciary executives at the ready in Europe and Latin America — we are able to support businesses and asset holding structures across jurisdictions.

Personalized & Discreet — Caystone Trust is built on the principle that individuals and businesses deserve discretion in the management of their affairs. This hallmark is delivered throughout the execution of our duties with strict adherence to agreed-upon communication channels and in accordance with the legal requirement to maintain client confidentiality.

 

 

 

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P. O. Box SP-61567 West Bay Street Nassau New Providence Open Maps

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