Innovative Solutions To Scale Your Family Office

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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.

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MEET SUNDIAL

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.

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LEARN MORE

Family Office Articles

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

How can a family office help you manage your finances?

We achieved a position of leadership in one year.

How can a family office help you manage your finances?

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 makes Sundial a cut above the other Family offices?

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

What makes Sundial a cut above the other Family offices?

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Team

Unrivaled Experience With Unparalleled Access

Trusted Experts You Can Reach Anytime

Assets

$100M+

rating

4.8/5

Increase

8,56%

Innovative Solutions To Scale Your Family Office

INQUIRE
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