An offshore advisory for family enterprises

About Coastroad

Coastroad. By definition it is a line where land meets sea.
We define it as the road to travel from customary to extraordinary.

Coastroad connects family enterprises with exclusive offshore alternative investment opportunities. We manage this process with comprehensive planning, structuring and administration services, all underscored by extraordinary market insights and service.

Independently owned and Caribbean-based, Coastroad is distinguished by its local knowledge and international network. We provide clients with the security of institutional best practices and the flexibility, personal attention and innovation that only a private firm can provide.

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

Our Services

Family enterprises have a single purpose—to preserve and to generate wealth. The Coastroad Group tailors services to help family enterprises achieve this purpose.

We define a family enterprise as a private entity owned by an individual with a net worth of at least $50m. Coastroad is well-suited to serving clients who may not have a formal family office structure but who seek the benefits and services of one.

Wealth Preservation
Enterprise Structuring
  • Company incorporation
  • Registered office
Enterprise Administration
  • Accounting
  • Reporting
  • Corporate governance
Wealth Generation
Institutional investments
  • Strategic relationships with reputable institutional investors
Alternative Investments
  • Exclusive off-market private investment opportunities
  • Introductions to other private investors for JV opportunities
Someone is sitting in the shade today because someone planted a tree a long time ago.
—Warren Buffet

Meet the Team

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

Cayman Islands

Corey has 25 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. 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

Jason Dulude, CPA, CA

Cayman Islands

Jason is a Chartered Professional Accountant (CPA - Ontario). He has completed level 1 of the CFA designation and is a member of CPA Ontario and Canada. He has over 25 years of professional accounting and management experience with a focus on financial services, operations management, and tax services. Jason acquired big firm accounting and audit experience at KPMG in the Turks and Caicos Islands and with Ernst & Young and Grant Thornton in Canada where he worked as a tax specialist. During that time he completed the CICA In-Depth Tax Course.

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-for-profit organization in Canada. Additionally, Jason gained property development experience acting as the Financial Controller for a large real estate development project in the Turks & Caicos Islands.

Photo of Jason Dulude, CPA, CA

Adrian Garner, LLB

Cayman Islands

Adrian has over thirty-five years of professional legal, consulting, directorship and investment experience. From 1985 to 2001 Adrian practiced law in London, Brussels and Jersey Channel Islands. During this period, Adrian provided legal, regulatory and consulting services to private sector clients, family offices, governments and regulators in the financial services, investment funds, fiduciary, wealth management and e-commerce sectors and served as an executive and independent non-executive director for a diverse range of companies.

In 2001, Adrian ceased legal practice and became a director and, subsequently, CEO of MMIP Investment Management Limited in Guernsey. He has also invested in and served as a consultant to, and director of, family offices and also companies in the United Kingdom, France, India, Jersey and the Cayman Islands.

Adrian is a graduate of Buckingham University (LLB, English Law, French Law and French), and formerly practiced as a Barrister (England and Wales) and Advocate (Jersey, Channel Islands).

Photo of Adrian Garne, LLB

Meggan Simmons

Office Administrator

Meggan previously worked as the Office Manager for Griffiths & Partners for eight years in Turks and Caicos, and prior to that, in the Cayman Islands with companies such as Walkers, Cable & Wireless (West Indies) Limited Regional Office and Bank of America Trust and Banking Corporation (Cayman) Limited.

True to island life, Meggan comes from a diverse Caribbean/Caymanian family background who have made significant contributions to the Islands, particularly in its infrastructure and real estate. In addition to managing the firm’s administrative functions, she always provides a warm welcome and true CaymanKind hospitality to Coastroad clients.

Photo of TBD, BBA, CPA
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The Coastroad Group
  • Corey Williams, Cayman Islands +1-345-925-3231
  • Turks and Caicos

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

  • Cayman Islands

    Century House, Ground Floor
    Cricket Square, P.O. Box 2238
    George Town
    Grand Cayman
    Cayman Islands, KY1-1107

    Coastroad Services Limited is regulated by the Cayman Islands Monetary Authority under the Companies Management Law (License No. 1564640).

    Coastroad Capital Limited is registered with the Cayman Islands Monetary Authority under the Securities Investment Business Law (Registration No. 1617302).

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