Wendy Warren is our exclusively recommended Fiduciary Services expert in the Bahamas on the Advisory Excellence website. If you need assistance in this area, please contact Wendy directly using the contact details listed above.
Wendy 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 Wendy established Caystone, an operational family office focused on full corporate and fund administration services.
Wendy 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.
Wendy Warren is a Chartered Accountant and holds a bachelor’s degree in Accounting from the University of Waterloo, Canada.
Onyx Partners delivers 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.
Onyx Partners has the expertise to guide individuals, families and their advisors in the creation of the best fiduciary structure to help manage their wealth and achieve their goals.
Onyx Partners benefits from being an affiliate of Caystone Solutions Limited, a Bahamas-based business services company with years of experience providing comprehensive and customised services and support to individuals, businesses and family office structures around the world. This affords Onyx Partners direct access to a team of professionals well established in full administration and operations.