温迪-沃伦

Caystone exists to help liberate Entrepreneurs, Asset Managers and Families from administrative and logistical concerns, so they can focus on value generation & growth.

About Us.

The Boutique Advantage.

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

This advantage is delivered in the execution of services with strict adherence to high communication standards, as well as in accordance with all legal requirements to maintain client confidentiality.

We exist to help liberate our clients from administrative and logistical concerns, so that they can focus on value generation and long-term growth.

The Bahamas.

Our Location, Your Advantage.

We believe in The Bahamas Advantage and operate from this ideal location to serve a global client base. However, we understand that our clients must secure the best regardless of domicile. Caystone is positioned to support businesses and asset holding structures across multiple jurisdictions.

In The Bahamas, Caystone is regulated by the Securities Commission as an Unrestricted Fund Administrator and a Financial and Corporate Service Provider. Caystone is also regulated by the Central Bank of The Bahamas to provide Private Trust Company services.

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.