How to invest like a Pro in Bitcoin & other digital currencies
THE INDUSTRY IS BROKEN
We Believe In...
Alpha Over AUM
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 informed decision making. It's time for change.
The paradigm of success in this industry must shift from AUM to Alpha.
Minimizing drawdowns and compounding gains is the only way to truly create and protect multi-generational wealth.
A New Paradigm For Wealth Management
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.
CHANGING THE FACE OF FINANCE
The most comprehensive and trusted Family Office Services. All in one place.
Sundial partners with the truly exceptional to help build and preserve their legacy. Our services are vast and deep. Ranging from a complete outsourced family office to single sleeve investment strategies and services chosen by the client.
Services include: strategic advisory, private wealth management, asset protection & wealth transfer strategies, venture capital, commercial real-estate investments, risk management and insurance, accounting and tax planning, estate planning and legal guidance. Further details on each service can be found below.
How can a family office help you manage your finances?
We achieved a position of leadership in one year.
What makes Sundial a cut above the other Family offices?
Increase in sales by more than 30% in half a year.
Unrivaled Experience With Unparalleled Access
Trusted Experts You Can Reach Anytime
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