Waterloo Capital Launched Everstead Private Wealth Brand
The new family office brand provides tax and investment services to ultra-high-net-worth clients from its Atlanta headquarters.
Updated on Oct. 14, 2026 in Financial Planning
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Waterloo Capital has launched a dedicated private wealth and family office brand called Everstead. Based in the Buckhead neighborhood of Atlanta, the firm will provide tax, investment, and family office services to ultra-high-net-worth individuals.
Why it matters
The launch allows Waterloo Capital to consolidate its existing financial capabilities under a single, specialized brand identity. By focusing on a coordinated, team-based approach for each family, the firm aims to streamline complex financial management for wealthy clients.
Everstead integrates the existing family office, tax, and investment capabilities of Austin-based Waterloo Capital. The firm operates with a model built around a coordinated team dedicated to each individual client family.
The players
Waterloo Capital
Waterloo Capital is a registered investment adviser based in Austin that manages family office, tax, and investment services.
Everstead
Everstead is a new private wealth and family office brand that provides comprehensive financial and tax services to ultra-high-net-worth clients.
Grayson Miller Dunaway
Grayson Miller Dunaway serves as the founder and managing partner of Everstead.
The details
Everstead serves as the new family office division for Waterloo Capital, a registered investment adviser. The firm maintains its operations in the Buckhead neighborhood to cater to its high-net-worth client base.
Timeline
October 14, 2026: Waterloo Capital announced the launch of Everstead.
Market Dynamics
This branding shift follows the industry-wide trend of the rise of multi-family office platforms for ultra-high-net-worth individuals by centralizing complex services. The move allows Waterloo Capital to compete more effectively by formalizing its specialized service offerings.
High-net-worth families in Atlanta may see changes in how their investment and tax service teams are structured under the new brand. Clients should reach out to their advisors to understand how this integration affects their ongoing portfolio management and reporting.
The takeaway
Wealth management firms increasingly rely on specialized, dedicated brand identities to handle complex client needs. Families seeking such services should prioritize firms that offer a cohesive, team-based approach to tax and investment coordination.
Further reading
Learn more about strategies for managing assets through Financial Planning.
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Do you trust specialized boutique brands more than general firms for managing your family's wealth?
