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Sundial Wealth LLC Overview
Type
Multi Family Office
Year Founded
2022
General Information
Sundial Wealth LLC is a multi-family office headquartered in Boca Raton. Founded in 2022 by entrepreneur Andy Hill and asset manager Greg Babij, the firm grew out of their entrepreneurial liquidity and decades of investment experience. Sundial Wealth serves founder families and other ultra-high-net-worth clients, integrating private deal flow, investment management, tax, estate, and lifestyle planning within a single, fiduciary platform.
Contact Information
Website:
https://www.sundialwealth.com/
Year Founded:
2022
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
3200 North Federal Highway, Boca Raton, FL 33431
Portfolio & Notable Allocations
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