Julien D. Martel joins Advisory Excellence as the exclusive Corporate Services member in the Bahamas
Advisory Excellence, the world’s leading exclusive network of advisory professionals & firms is delighted to introduce that Julien D. Martel has joined Advisory Excellence as our exclusive Corporate Services member in the Bahamas.
Julien D. Martel has over 30 years’ experience in the financial services industry and has worked in both Guernsey and The Bahamas where he was the Managing Director of the Bahamas office of a trust and fiduciary business with a global footprint. He led the business while always keeping strong and close relationships with global clients, managing their highly complicated, cross-border planning needs. He has served as a director on a number of banks and trust companies and also spent time working as the Chief Operating Officer of a Multi Family Office.
Julien, in his consultancy role, assists the business across a multitude of disciplines, including Corporate Governance, Regulatory Compliance, Business Development, Marketing and Client Take-On, as well as general advisory services.
Firm Overview:
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.
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