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Explore SUNDIAL
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BEYOND CAPITAL

Break free with Sundial.

Sundial is an invite-only multi-family office for founders.
THE PROBLEM
Entrepreneurs Need A Family Office

Capital isn't the problem. It's coordination.

Big firms can’t tailor it. Local advisors can’t integrate it. And the result is a portfolio that looks nothing like your ambition. Most entrepreneurs are left with a bubble gum and bandaid approach—stitched together, highly reactive, and painfully generic—producing outcomes that fall short of what their capital is capable of.

Stitched Strategies
Cookie Cutter Portfolios
Underwhelming Performance
6-Star Prices
4-Star Service
MEET SUNDIAL

The Family Office for
Founders

Entrepreneurs have distinct needs that go far beyond a typical financial advisor. Sundial acts as your family office — curating private deal flow while connecting investing, tax, estate, and lifestyle decisions under one roof.
HOW WE WORK
Comprehensive Concierge Service
Private
Deal Flow
Access exclusive deals you won’t find on institutional platforms.
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CURATED PRIVATE DEAL FLOW

Member Families gain access to private, off-market investments. Each is handpicked, thoroughly underwritten, and aligned with your long-term objectives.

THE UNDERLYING MAGIC
Deep Expertise. Selective Sourcing. Guided Allocations. Under One Roof.

With decades of experience as both investors and entrepreneurs, we bring deep expertise to every decision.

Every investment undergoes proprietary modeling, deep diligence, and ongoing monitoring.

Supporting your Family Office, Sundial helps connect private deal flow with investment management, tax, estate, and lifestyle decisions under one roof.

Whether you’re investing in a single sleeve or building a fully integrated strategy, everything is interconnected.

One quarterback coordinates across tax, estate, legal, and financial teams to ensure alignment.

And because no two families are the same, no two portfolios are either.

LEARN MORE
STATS THAT MATTER

What We've Done For Our Member Families

member families
50+
CAPITAL under care
$300M+
MEMBER FAMILIES WHO'VE STAYED WITH SUNDIAL SINCE JOINING
100%
PERFORMANCE METRICS
REQUEST
Testimonials
What Member Families Are Saying
Sundial is the first time I’ve felt like someone sees the full picture—my business, my family, my legacy.
Founder
SAAS, MULTI-EXITS
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BECOME A MEMBER FAMILY

Break free with Sundial.