WELCOME TO SUNDIAL

A Boutique Multi-Family Office

The asset management industry has long been plagued by a one-size-fits-all approach, prioritizing scale over individualized solutions. This cookie cutter approach has led to subpar investments and a reliance on sales rather than personal growth.

Sundial is a boutique multi-family office designed at finding, sourcing, and creating innovative, uncorrelated, investment solutions.

Move. Matter.
ABOUT SUNDIAL
At Sundial, we believe protecting and expanding generational wealth requires sophisticated strategies to drive comprehensive and personalized solutions. Solutions range from a complete outsourced virtual family office (investment management, asset protection & wealth transfer strategies, risk management and insurance, accounting and tax planning) to customized portfolios of uncorrelated revenue streams, and also single sleeve investment strategies and services chosen by the client.
STRATEGY

Personalization. Not Scale.

Offering highly personalized complete portfolio solutions or individual strategies and deals.

DEALFLOW

Niche Investments

In addition to low correlation to the traditional markets, niche strategies often offer better risk-adjusted returns and an ability to harvest value from sources that are not widely explored.

CONSTRUCTION

Portfolio Construction

As a multifamily office, we are able leverage our expertise and resources to provide solutions beyond investments.

REACH OUT

To learn more about our vision, process and commitment to excellence, simply tap here.

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