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WHO WE SERVE

Built To Support Family Offices

bespoke concierge service
Whether you’re building a SFO from scratch or optimizing an existing one, Sundial helps you operate with institutional quality and entrepreneurial agility.
THE PROBLEM

SFOs Have A Lot To Manage

Running a single-family office requires balancing operational complexity with strategic vision. Most internal teams are over-stretched or under-built.

INTEGRATION

Bespoke Strategies And Services

We provide CIO-level investing, tax planning, estate support, and governance systems—without requiring new infrastructure.

INTEGRATED PARTNERS

Clarity and Continuitity

You gain a partner who helps you operate smarter, execute faster, and protect the family’s vision across generations.

WHY SFOs Partner with sundial

Elegant Strategies and Solutions

Institutional Capabilities
From deal vetting to strategic allocation, we bring CIO-level expertise without the cost of a full in-house team.
Flexible, Fractional, Embedded
Use Sundial as your outsourced partner, embedded advisor, or quiet resource—tailored to your workflow.
Holistic and Integrated
Every decision is made in context—across tax, estate, liquidity, philanthropy, and legacy goals.
Built Around You
We adapt to your family’s pace, philosophy, and governance style—not the other way around.
BECOME A MEMBER FAMILY

Break Free With Sundial