FODIS is a leading advisory practice to single family offices, UHNW investors, and family-controlled businesses and holding companies. We pioneered the concept of Families Investing in Families. Since 1982, we have helped grow the wealth of private families by assisting them with completing direct investments into operating businesses, by enhancing the value of their companies, and by accessing private family capital for their businesses.

We provide a highly skilled and experienced team of direct investment professionals, operating partners, family office experts, and an experienced international advisory board. Their capabilities are supplemented by the member-firms of our subsidiary, BGA, and our other affiliates.

To improve our effectiveness and enhance the value we bring to our clients, we have built a proprietary, data-driven intelligence resource platform, which includes databases, methodologies, and research tools. When used together a system is created to enable complex analytics and narrow direct investment target searches.

Over roughly two decades, we have researched and developed access to a significant number of family offices and business owning families who are seeking to make direct investments or to co-invest with other families.


$12+ Billion Direct Investment Results

Track Record

Successfully assisted over 350 clients to grow, finance, transition and monetize their private businesses.

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