WHO WE SERVE

Trusted By Multi-Family Offices

A NATURAL EXTENSION

From co-investments to deep diligence, Sundial extends your reach and deal flow.

THE PROBLEM

Many MFOs lack internal bandwidth to vet private deals, underwrite structures, or coordinate holistic execution across disciplines.

SERVICES

Sundial provides turnkey investment support, diligence, tax integration, and back-office insight.

partnership

You stay focused on the relationship. We help you deliver exceptional results.

FROM OUR CIO

Sundial is built to serve Member Families. MFOs are a fully integrated and treated just as one of our Members.

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WHY SUNDIAL?

Extend Your Capabilities

We help MFOs scale their investment, tax, and diligence infrastructure—without adding headcount.

Extend Your Deal Flow

We source and underwrite high-quality private deals—so you don’t have to build a sourcing engine from scratch.

Always Your Contact

Sundial never communicates with your families without your permission. We operate in concert to drive optimal service and performance.

A Thought Partner With Integrated Execution.

From underwriting to tax alignment, our process ensures nothing is siloed and no risk is overlooked.

BECOME A MEMBER FAMILY