Navigating To Sundial Wealth

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Sundial Wealth is a Registered Investment Advisor and a separate company.

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Beyond Capital.
Exclusive Access To Alternatives
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A Multi-Family Office For Founders & Their Families
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Sundial is an alternative investment solutions provider building enduring strategies.

Our Strategies
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Private Equity

A growth platform for decades-old, economically resilient, B2B firms.

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Real Estate

A direct investment platform focused on ground-up and value-add.

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Hedge Funds

A hedge fund platform built to deliver non-correlated revenue streams.

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Equities

Systematic strategies that lean in when markets trend and step back when they don't.

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Venture Capital

Gain exclusive entry into private VC and seed-stage deals.

Alpha, Not AUM

We believe firms can either optimize for Assets Under Management (AUM) or Alpha. And we’re not in the asset gathering business. Our strategies target capital preservation with asymetric upside, which often severely constrains our capacity.

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The Member Family Experience

We believe returns aren’t enough. That’s why we’re committed to being among the top quartile in Member Family Experience as well. Everything we do is built around you and your family.

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Capital Preservation Obsessed

We start with: what if everything goes wrong? Our structures are designed to preserve capital through cycles, not just ride the highs.

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Access to Exclusive Alternatives

From direct buyouts to real assets, uncorrelated hedge strategies, and early-stage innovation - we unlock tightly held deal flow across private markets.

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Precision. Patience.
‍Performance.

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Sundial Solutions

Sundial offers bespoke services to support our Member Families and Portfolio Companies. We invite you to explore our solutions to see if we're the right fit for each other.

Break free with Sundial
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Alternatives

Private equity, real estate, hedge funds, equities, and venture.

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Multi-Family Office

An invite-only multi-family office for founders and their families.

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Advisory

A full-service accounting and consulting firm for founders.

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Brokerage

A business brokerage firm offering M&A services and support.

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Services

Back-office solutions for small businesses.

Backed by our
‍multi-family office

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Meet Sundial

The Sundial Way

Our edge isn’t the assets we invest in, it’s how we invest. From rigorous underwriting to disciplined execution and white-glove support, the Sundial Way reflects a culture built around capital preservation, member family experience, and long-term alpha.

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Alternatives

Private equity, real estate, hedge funds, equities, and venture.

Multi-Family Office

An invite-only multi-family office for founders and their families.

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