Sundial

Sundial is a boutique family office.Partnering with the truly exceptional to help build and preserve their legacy; Sundial's services are vast and deep. Ranging from a complete outsourced family office to single sleeve investment strategies and services chosen by the client. Services include: strategic advisory, private wealth management, asset protection & wealth transfer strategies, venture capital, commercial real-estate investments, risk management and insurance, accounting and tax planning, estate planning and legal guidance.