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WHO WE ARE

The Sundial Umbrella

THE SUNDIAL UMBRELLA
A Suite Of Companies,
Built For Member Families

Each Sundial company plays a distinct role—delivering investment insight, operational leverage, and long-term value. Together, they form a cohesive ecosystem designed to support the financial lives of entrepreneurial families.

SUNDIAL companies

Sundial

Sundial is the multi-family office at the center of everything—serving as the quarterback for capital, strategy, and legacy. It exists to help entrepreneurial families steward their wealth with intention and clarity.
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SUNDIAL companies

Sundial Holdings

Sundial Holdings buys economically resilient, decades-old, B2B firms with a fax machine; builds them to last forever; and then distributes profits to investors quarterly - targeting a 20%+ annual cash-on-cash yield.
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SUNDIAL companies

Sundial Wealth

Sundial Wealth is a registered investment advisor focused on preserving and growing capital across generations. It pairs institutional-quality investment frameworks with family-specific planning needs.
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SUNDIAL companies

Sundial Real Estate

Sundial Real Estate invests as both GP and LP in commercial real estate with defensible cash flow and asymmetric upside. For member families, it adds yield, diversification, and tangible long-term assets.
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SUNDIAL companies

Sundial Advisory

Sundial Advisory delivers integrated tax, accounting, and planning support tailored to entrepreneurial families. It ensures every investment decision is made in coordination with tax impact and long-term structure.
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SUNDIAL companies

Sundial Services

Sundial Services is the operational backbone—providing compliance, reporting, and administrative support across the entire platform. It exists so member families can move faster, with less friction.
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SUNDIAL companies

Ambrus Sundial

Ambrus Sundial is a hedge fund strategy blending trend-following with tail risk protection—engineered to preserve capital in uncertainty. It offers families exposure to liquid, non-correlated strategies with disciplined risk management.
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SUNDIAL companies

Sundial SETS

Sundial SETS is a systematic equity trend strategy built to participate in upside while minimizing drawdowns. It offers member families a disciplined, rules-based approach to public equity exposure—with risk management at its core.
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SUNDIAL companies

Auto Clubhouse

Auto Clubhouse develops luxury automotive storage and social spaces for collectors and enthusiasts. With a 20%+ IRR target, it blends passion and performance into a real estate strategy that resonates with member families.
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© Sundial 2025, All Rights Reserved
Designed by Sundial Services

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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