The Austin-based RIA tapped Grayson Dunaway, formerly of Oxford Financial Group, to lead the Atlanta-based platform integrating investment management, tax and estate planning.
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What is Everstead and what does Waterloo Capital's new family office brand offer ultra-high-net-worth clients?
Waterloo Capital, an Austin-based registered investment adviser, has launched Everstead, a private wealth and family office brand for ultra-high-net-worth clients, headquartered in Atlanta's Buckhead neighborhood. Everstead unites Waterloo Family Office, Waterloo Tax Partners, and Waterloo Capital's investment platform under one integrated team. Grayson Dunaway, formerly a managing director at Oxford Financial Group, leads Everstead as founder and managing partner.
Key facts
- Waterloo Capital, an Austin-based registered investment adviser, launched Everstead as a private wealth and family office brand dedicated to ultra-high-net-worth individuals and families.
- Everstead is based in Atlanta's Buckhead neighborhood and is led by founder and managing partner Grayson Dunaway.
- Everstead consolidates three Waterloo capabilities — Waterloo Family Office, Waterloo Tax Partners, and Waterloo Capital's investment and wealth management platform — under a single brand.
- Grayson Dunaway brings nearly 15 years of private wealth experience to the Everstead role, according to Waterloo Capital.
- Dunaway previously served as a managing director at Oxford Financial Group, a multi-family office overseeing more than $30 billion.
- Dunaway also held prior roles at Goldman Sachs and UBS before joining Waterloo Capital.
Waterloo Capital, an Austin-based registered investment adviser, launched Everstead, a private wealth and family office brand targeting ultra-high-net-worth individuals and families. The platform is led by Grayson Dunaway, who joined Waterloo as founder and managing partner, and operates from Atlanta's Buckhead neighborhood.
Everstead consolidates three existing Waterloo capabilities under one name: Waterloo Family Office, Waterloo Tax Partners and the full investment and wealth management platform of Waterloo Capital. Clients work with a single integrated team handling investments, taxes, estate planning and family governance, replacing the need to coordinate separate advisers across those functions.
Dunaway brings nearly 15 years of private wealth experience to the role. She previously served as managing director at Oxford Financial Group, a multi-family office overseeing more than $30 billion in assets. Before Oxford, she held roles at Goldman Sachs and UBS.
The Everstead structure aims to provide ultra-high-net-worth families with a unified view of their balance sheet. The model integrates services that family offices typically source from multiple providers, centralizing decision-making under one advisory relationship.
Waterloo Capital serves as the parent firm for the new brand. The firm's decision to launch Everstead as a distinct identity suggests a strategic focus on differentiated service for its wealthiest clients, separating them from the broader RIA client base.
The Deployment Angle
Family Office Real Estate Daily Desk · our analysis, not the source's
Families considering a move to an integrated platform should pressure-test how Everstead's tax and estate capabilities compare to standalone specialists. The model works when coordination gains exceed the loss of deep vertical expertise, which requires auditing the credentials of individual practitioners across all three divisions.
The Oxford Financial pedigree matters. A $30 billion multi-family office operates with institutional rigor around reporting, custody and conflict management. Families should verify whether Waterloo's infrastructure scales to that standard or whether Dunaway is rebuilding those systems from scratch in a smaller firm.
Atlanta as the base reduces geographic overlap with Waterloo's Austin headquarters, suggesting the platform may run semi-independently. Principals should clarify reporting lines and whether investment decisions flow through a centralized committee or if Everstead has discretion to allocate outside Waterloo's house strategies.
For families already working with Waterloo, the rebrand may be purely cosmetic. Those shopping for a new family office should compare Everstead's fee structure to unbundled alternatives and confirm that integration delivers measurable time savings or tax alpha, not just consolidated billing.
