We don’t just allocate—we architect. Every portfolio is designed by our CIO with your family’s goals in mind, blending public market discipline with private market alpha. We focus on preservation first then intelligent growth.
Our families see investments most never hear about—off-market deals, private credit, growth equity, and real estate co-investments. Each is handpicked, thoroughly underwritten, and aligned with your long-term objectives.
Tax decisions shouldn’t be made in isolation. We integrate proactive planning with your broader financial strategy—coordinating with your CPA and legal team to reduce friction, avoid surprises, and retain more of what you earn.
A thoughtful estate plan isn’t just legal paperwork—it’s a blueprint for values, wealth transfer, and generational alignment. We help you structure it with clarity, purpose, and the flexibility to evolve as your family does.
Whether it’s securing last-minute travel, managing household staff, or supporting philanthropic initiatives, our concierge team ensures life runs smoothly—so you can spend time on what matters most.
At Sundial, integrity is the baseline. Doing the right thing—especially when it’s hard—is non-negotiable. That means following through, communicating clearly, and earning trust through humility and transparency. Curiosity fuels everything Sundial does. Asking better questions, embracing change, and challenging assumptions aren’t optional—they’re expected. Team members are encouraged to take ownership, act without waiting, and pitch in wherever needed. No task is beneath anyone. Everyone is responsible for the outcome.
Excellence is measured in the little things—how you write, how you think, how you show up. Precision, consistency, and polish aren’t about perfectionism—they’re a form of respect. At Sundial, results matter. Hitting goals, pushing through setbacks, and staying resilient is what creates lasting value. But it doesn’t stop there. Every person at Sundial is expected to leave things better—whether that’s improving a system, mentoring a teammate, or giving back to the community. That’s the culture. Quietly excellent. Relentlessly responsible. Built to last.
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