Boutique Family Offices. For The Truly Exceptional.

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A NEW HORIZON AHEAD

You shifted the world. And now your world has shifted.

As you've built, scaled, and left your mark on the world - your world has also shifted. Things you've only dreamt of are now reality.

Defining your legacy, protecting your assets, and maximizing your family's well-being are just a few of the new issues your facing today.

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DEFINE YOUR LEGACY

Protect, Foster, & Maximize Financial Freedom For Generations To Come

As your wealth exponentially expands, it becomes remarkably complex for an individual or small team to handle, let alone optimize.

But, a team of experts, with access to vast resources, has virtually no limits.

Creating a Family Office helps a family expand wealth, while also preserving it for future generations.

EXCLUSIVE SERVICES. FOR THE TRULY EXCEPTIONAL.

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.

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Family Office Articles

Learn more about family offices, the structure, the benefits, and what sets Sundial apart.

What Does A Family Office Do?

We achieved a position of leadership in one year.

What Does A Family Office Do?

How Do I Build My Family Office?

Increase in sales by more than 30% in half a year.

How Do I Build My Family Office?

What's The Difference Between Sundial And Other Family Offices?

Increase in sales by more than 30% in half a year.

What's The Difference Between Sundial And Other Family Offices?

05

Team

We help companies in all phases of starting a new business

We look at a business's accounting and financial aspects like cash flow and income.

Assets

$100M+

rating

4.8/5

Increase

8,56%

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Planning your financial future of business

Daniel Castillo

Managing Director

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