Beyond Capital.
Bespoke services for founders and their families, designed to preserve capital, capture alpha, and archtiect a legacy that lasts for generations.
How We Work
001
Identify Theme
We target sectors with tailwinds and inefficiencies.
002
Deep Diligence
We apply operator-grade diligence to every deal.
003
Private Invite
We offer access to aligned Member Families.
004
Harvest Gains
We reinvest or distribute based on strategy.
Private Deal Flow
Access to curated alternatives.
Member Families gain entry to investments and structures typically reserved for institutions.
Details
001
Capacity-Constrained Opportunities
We unlock capacity in managers through our sourcing relationships.
002
Deep Diligence
Every investment undergoes instituational-grade underwriting by our in-house team.
003
First Look Access To Sundial Alts
Member Families see opportunities before capital is opened to outside partners.
Wealth Planning
Strategic planning built for generational capital.
We tailor plans that align your family's vision with the complexity of private markets.
Details
001
Holistic Portfolio Design
Investment and wealth structure are integrated into one coherent roadmap.
002
Liquidity Driven Planning
We map cash needs, timing, and flexibility alongisde long-term assets.
003
Governance & Succession
Structures and processes support your family's continuity across generations.
Tax Planning
Investing and seeking tax efficiency
Taxes are one of your largest expenses - Sundial works alongside you to optimize after-tax income.
Details
001
Integrated Tax Forecasting
We focus on tax impact across funds, direct deals, and real assets.
002
Strategic Structuring
We implement vehicles and structures optimized for your family's goals.
003
Coordination with Advisors
We align tax, legal and investment teams under one roof for seamless execution.
Estate Planning
Legacy-focused estate planning.
We assist with estate plans that evolve with your life, assets, and aspirations.
Details
001
Dynamic Estate Documents
Sundial partners with estate planners to design living documents that reflect your changing goals and holdings.
002
Asset Transition Strategy
Sundial aligns estates, trusts and investments to minimize disruption and risk.
003
Family Communication & Education
We support structured communication so your heirs understand the capital and purpose.
