Waterloo Capital Launched New Private Wealth Brand
The firm, operating in Atlanta, has unveiled a new family office brand designed to serve ultra-high-net-worth clients.
Updated on Oct. 14, 2026 in Financial Planning
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Waterloo Capital has announced the launch of a new wealth management brand, Everstead, which consolidates the firm's family office, tax, and investment services. The new division is based in the Buckhead neighborhood of Atlanta.
Why it matters
The launch centralizes various financial services under one entity to streamline the management of complex wealth for high-net-worth households. This integration aims to coordinate family-specific investment and tax planning strategies more efficiently.
The launch marks the debut of a single, coordinated brand offering family office, tax, and investment capabilities. The firm operates out of the Buckhead area of Atlanta.
The players
Waterloo Capital
A registered investment adviser headquartered in Austin that provides asset management and tax services.
Everstead
A new family office and wealth management brand targeting ultra-high-net-worth individuals and families.
Grayson Miller Dunaway
The founder and managing partner of the newly established Everstead brand.
The details
Everstead integrates the tax and investment resources previously held by the Austin-based Waterloo Capital into a unified family office model. The firm assigns a coordinated team to each client to manage complex financial needs under this new structure. These services are specifically targeted at ultra-high-net-worth individuals and families seeking centralized oversight of their assets.
Timeline
October 14, 2026: Waterloo Capital announced the official launch of the Everstead brand.
Money Landscape
The launch follows the industry trend of registered investment advisers consolidating specialized services to better serve ultra-high-net-worth clients. This move marks a pivot toward a more centralized family office model for the firm.
Wealthy households may see a shift toward more coordinated tax and investment teams under the new Everstead brand. If you manage complex family assets, discuss with a qualified financial professional whether a centralized family office model aligns with your long-term goals.
The takeaway
The move by Waterloo Capital represents a consolidation of services aimed at improving the efficiency of high-net-worth wealth management. When evaluating family office services, ensure you review the total scope of tax and planning support offered relative to your specific financial complexity.
Further reading
For broader guidance on organizing your finances, visit our Financial Planning section.
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