Everstead services
The full breadth of
a family office.
For ultra-high-net-worth families, Everstead coordinates white-glove wealth management and institutional-grade public and private market access through a single point of counsel.
Family Office
Holistic coordination across every advisor and life stage.
Public Markets
Institutional-scale model portfolios and proprietary research.
Private Markets
Relationship-driven access to alternative investments.
Legacy & Philanthropy
Unifying long-term intent across generations.
Connected Counsel
Investments, insurance, legal, tax and planning in one place.
White-Glove Wealth Management
All Family Office Services.
One complete view of wealth.
Comprehensive private wealth management, including access to private investments and bespoke portfolio construction, coordinated across advisors and generations through a single point of counsel.
Our capabilities
Tax Planning Strategies
Strategic collaboration with your tax advisors to minimize liabilities, enhance efficiency, and optimize asset structures.
Family Engagement & Education
We provide governance frameworks, family education, and engagement programs, helping each generation understand, participate in, and steward the family’s wealth responsibly.
Estate Planning
Coordinated estate and trust planning ensures assets transition smoothly while preserving your wishes and family harmony.
Philanthropic Planning
From concept to execution, we guide families in creating meaningful, measurable giving strategies that reflect their values and vision.
Banking & Lending Solutions
We coordinate liquidity, credit, and lending solutions that support major purchases, business growth, and real estate transactions.
Risk Management & Insurance
Designing efficient legal entities that balance control, flexibility, and tax optimization, ensuring business and personal interests align.
Financial & Performance Reporting
Consolidated accounting and transparent reporting across all holdings. Our administrative support simplifies cash flow, tracking, and payments.
Investment Oversight
Portfolio construction and oversight rooted in disciplined research, diversification, and risk management, always aligned with your family’s objectives. (Provided by Waterloo Capital)
Institutional-Scale Model Portfolios & Research
Public Markets.
Infrastructure built for institutional scale.
Public market infrastructure delivered through proprietary models and actively managed portfolios, designed for risk-adjusted positioning relative to a traditional stock/bond allocation, with tax-aware options available.
Institutional Access, Delivered to You
Private Markets.
Access enabled by relationships worldwide.
Access to unique private market opportunities, enabled by relationships with alternative investment managers worldwide. A relationship-driven approach to manager sourcing and diligence; alternatives can add institutional sophistication and diversification.
Our capabilities
Private equity & real assets
Access to private equity and real asset opportunities sourced through global manager relationships.
Hedge fund strategies
Alternative hedge fund strategies made accessible through curated manager relationships.
Private credit & debt
Private credit and debt opportunities, sourced and diligence-reviewed alongside institutional programs.
Liquid alternative models
Liquid alternative models that can complement core allocations with added diversification.
Manager sourcing & due diligence
Relationship-driven manager sourcing and diligence, the Waterloo approach to alternatives.
Administrative & reporting services
Administrative and reporting services that bring institutional-grade oversight to private allocations.
Clients may invest alongside university endowments, corporate pension plans and major institutional organizations. Access is relationship-driven; opportunities are subject to suitability and availability.
