Coastroad

Connected

About Coastroad

The Coastroad Group provides specialized professional services to a diverse group of international high net worth families.

We develop long term enduring relationships with the families that we serve. These relationships are based on a foundation of loyalty, trust, dedication, security, and integrity. We listen to our clients and collaborate with them to provide innovative solutions that meet their ever changing needs.

We sit on the same side of the table as your family in everything we do. Our highly qualified professional team uses a trusted network of service providers to make sure all of our families have access to the most comprehensive service offering, in the most efficient and cost effective manner.

Why Coastroad

Independent owner-operated firm, with deep connections in the Caribbean

Bespoke client centric solutions—your needs come first

Competitive and transparent fee structures designed to be aligned with your interests

Secure systems for collecting and processing data

Quality means doing it right when no one is looking.
—Henry Ford

Our Services

The Coastroad Group provides services and solutions that are tailored specifically to your family and your business. We focus on your long term goals, not on the short term objectives of external shareholders or institutions.

Coastroad Financial Limited
Reporting Services

We provide financial and investment reporting services.

Company no. 348133

Coastroad Services Limited
Corporate Governance Services

We provide corporate governance and management for family structures.

Regulated by the Cayman Islands Monetary Authority under the Companies Management Law (Licence No. 1564640).

Coastroad Capital Limited
Asset Advisory Services

We provide asset advisory and introduction services.

Registered with the Cayman Islands Monetary Authority under the Securities Investment Business Law (Registration No. 1617302).

Someone is sitting in the shade today because someone planted a tree a long time ago.
—Warren Buffet

Meet the Team

Photo of The Coastroad Group founders, form left to right: Corey Williams, Jason Dulude, and Thomas Marriott.

Our highly experienced team is devoted to you and your family. 
We share the same values and beliefs as the families we serve.

Corey Williams

CPA, CA

Corey has twenty years of professional accounting, financial services, compliance, and management experience. From 1995 to 2007 Corey worked at KPMG, first in Toronto and subsequently in the Turks & Caicos Islands (“TCI”). During his time there, Corey provided audit and risk advisory services to clients in the financial services and hospitality sectors. In 2002, he was made a Partner in the KPMG TCI office and was made Partner in charge of Risk Management, Ethics, and Independence.

In 2007, Corey joined the Bordier & Cie Group, a family-owned Swiss Private Bank (“Bordier”), as CFO/COO for their Caribbean operations. He relocated to Singapore in 2011 to start Bordier’s Asian merchant banking operation. Corey continues to act as a Director of Bordier Bank (TCI) Ltd.

Corey is a graduate of the University of Western Ontario (BA). He is a Chartered Professional Accountant and member of the CPA Ontario and Canada.

Photo of Corey Williams, CPA, CA

Thomas Marriott

BA, LLB

Thomas has been with the Cayman Islands office since inception. Thomas is responsible for curating existing client relationships and developing new relationships within the private client and family office spaces.

Thomas is an Attorney with over 9 years of experience in the corporate, private client and investment fund sectors, having practiced with Speechly Bircham (now Charles Russell Speechlys), Reed Smith and Ropes & Gray in London, and most recently with Carey Olsen in the Cayman Islands.

Educated in England, Thomas obtained a BA in English Literature from the University of Warwick, and an LLB from The University of Law, London. Thomas was admitted as a solicitor of the Supreme Court of England and Wales in 2012 (currently non-practising) and as an Attorney in the Cayman Islands in 2016.

Photo of Thomas Marriott, BA, LLB

Jason Dulude

CPA, CA

Jason has over twenty years of professional accounting and management experience with a focus on financial services, operations management, and tax services. Before joining Coastroad, Jason held various senior management positions, including as CFO for a biotechnology company with operations in Canada, the US and the UK, and as the Director of Finance and Corporate Services with a large non-profit group in Canada. Jason gained property development experience acting as the Financial Controller for a large real estate development project in the Turks & Caicos Islands.

Jason has big firm accounting and audit experience having worked for KPMG (TCI), Ernst & Young (Canada), as well as having worked for Grant Thornton (Canada) as a tax specialist, including completion of the CICA In-depth Tax Course.

Jason is a Chartered Professional Accountant (CPA). He has completed level 1 of the CFA designation and is a member of CPA Ontario and Canada.

Photo of Jason Dulude, CPA, CA
Get in Touch
The Coastroad Group
Locations
  • Cayman Islands

    PO Box 2238
    Artemis House, 67 Fort Street
    George Town
    Grand Cayman, Cayman Islands
    KY1-1107

  • Turks and Caicos

    PO Box 137
    The Regent Village, Unit H205 Grace Bay Road
    Providenciales
    Turks and Caicos Islands
    British West Indies