Sundial is an invite-only multi-family office built for entrepreneurial families. It integrates investment strategy, tax and estate planning, private deal flow, and concierge services—all under one roof.
Sundial is built for founders, builders, and wealth creators—typically with $5M–$100M in investable assets—who want a more intentional and integrated approach to managing wealth.
Investment management, private deal sourcing and underwriting, tax and estate planning, lifestyle concierge, family governance, and operational support. All coordinated, all bespoke.
Most families join with at least $5M in investable assets, though structure, complexity, and alignment matter more than a fixed number.
Our fee for Member Family portfolio management services is based on a percentage of assets.
Sundial is a holding company with operating businesses in investment management, tax advisory, real estate, back-office operations, and private funds. Each serves the mission of delivering value to member families.
Portfolios are bespoke but typically include public equity (via Sundial SETS), private real estate, private credit, direct SMBs, and alternative strategies such as tail risk hedging and volatility capture.
Yes. Member Families gain access to a curated pipeline of direct investments—ranging from private real estate to operating companies and fund partnerships—underwritten in-house.
Sundial delivers integrated tax strategy, trust and estate design, entity structuring, and liquidity planning—coordinated directly with your CPA, attorney, or handled in-house through Sundial Advisory.
Yes. Sundial collaborates with your legal, tax, and financial professionals—or can serve as your primary team, depending on your needs.
Sundial is a firm, not a platform. Every relationship is personal, strategic, and designed to be built over decades—not scaled for volume.
Each family receives a personalized reporting dashboard—tracking performance across public and private investments, tax outcomes, and planning progress.
Start with a conversation. If there’s alignment in values, needs, and philosophy, Sundial will walk you through the next steps in structuring a relationship.
Sundial is an invite-only multi-family office for entrepreneurs. Member Families gain direct access to Sundial Holdings, Sundial Real Estate Partners, Sundial Advisory, and Sundial Wealth, which is registered with the Securities and Exchange Commission as an investment adviser and, as such, we provide advisory services rather than brokerage services.
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