#United States #Austin #Waterloo Capital #Everstead #Grayson Miller

Waterloo Capital Introduces Everstead for Ultra-High-Net-Worth Families

Waterloo Capital, an esteemed registered investment advisor based in Austin, Texas, recently announced the unveiling of Everstead, a new brand dedicated to serving ultra-high-net-worth families and individuals. This innovative venture integrates various financial services including wealth management, tax strategy, and family office coordination, all under a single cohesive brand.

Leadership Under Grayson Miller Dunaway

Leading Everstead is Grayson Miller Dunaway, the firm's Founder and Managing Partner. Dunaway comes with nearly 15 years of extensive experience in private wealth management. Prior to her role at Waterloo, she held significant positions at Oxford Financial Group, where she was instrumental in overseeing over $30 billion in assets, and also had stints at prestigious firms like Goldman Sachs and UBS. Her prowess lies in tax-aware planning, asset allocation, and strategic transitions for business owners, making her an ideal fit to spearhead this initiative.

A Comprehensive Approach to Wealth Management

Everstead's proposition is centered around enhancing the wealth management experience for families by creating a cohesive team structure, allowing clients to work with a single advisory team that manages all aspects of their financial lives. This model diverges from traditional practices that often require families to engage multiple advisors for distinct financial areas such as investments, taxes, and estate planning.

Integration of Services

Everstead creatively unites three key areas of Waterloo's offerings:
1. Family Office Coordination: Managing estate planning, tax strategies, and philanthropic endeavors.
2. Tax Strategy: Developing comprehensive tax frameworks focused on investment structuring and estate planning.
3. Investment Intelligence: Providing institutional-grade investment strategies across both public and private market sectors.

Families will engage in a tailored process that follows four stages: Discover, Align, Implement, and Steward. Each stage is meticulously designed to align financial decisions with the long-term objectives of the family, ensuring that every action taken reflects intentionality and purpose behind their wealth.

The Philosophy of Everstead

Dunaway emphasizes a distinct philosophy at Everstead, one that goes beyond simply transactional relationships. Instead, the focus is on cultivating deep connections with clients based on emotional intelligence and a thorough understanding of their unique financial landscapes. The firm operates under a guiding promise: "Build a legacy designed to endure." This encapsulates the firm's commitment to aiding families in establishing enduring wealth that is well-managed across generations.

A Targeted Market Need

Grayson Miller Dunaway reflects on the evolution of client needs within the wealth management sector, remarking on the industry's struggle to keep pace with these changes. As family dynamics and market conditions evolve, Everstead aims to fill the gap in the marketplace by redefining the standards of private wealth management and family office services. This involves simplifying investments and enhancing balance sheets, harnessing sophistication without unnecessary complexity.

Future Growth

With Dunaway at the helm, Everstead is not just about managing wealth; it's also about fostering growth strategies for families in Atlanta and beyond. The firm aims to make significant strides in its reach and effectiveness, not just as a financial manager but as a valuable partner in preserving and growing family legacies.

For those interested in exploring Everstead’s offerings, further information can be found at eversteadpwm.com.

About Waterloo Capital

Founded in 2013, Waterloo Capital, L.P. specializes in offering financial services to high-net-worth individuals and families. Operating within a robust multi-brand platform, it delivers a diverse range of investment management services alongside integrated tax and family office solutions, all aimed at ensuring clients have a comprehensive approach to their financial futures.

For more insights about Waterloo Capital and its extensive services, please visit waterloocap.com.