Waterloo Launches Everstead to Serve Ultra-High-Net-Worth Families
Waterloo Capital has launched Everstead, a new private wealth and family office brand aimed at serving ultra-high-net-worth individuals and families. The initiative is led by Grayson Miller Dunaway, who brings extensive experience in private wealth management from previous roles at Oxford Financial Group, Goldman Sachs, and UBS. Everstead integrates Waterloo's existing services—family office coordination, tax strategy, investment intelligence, and life-stage financial planning—into a single platform. The firm emphasizes an integrated team approach to manage all aspects of clients' balance sheets under one coordinated effort. Dunaway aims to redefine private wealth management by focusing on intentional diversification, emotional intelligence, and relational client service. John Chatmas, CEO of Waterloo Capital, praised Duneway's leadership in combining the depth of Waterloo’s resources with a tailored experience for ultra-high-net-worth families.
Topics: Family Office Services Private Wealth Management Wealth Integration