FODIS Information

FODIS advises family offices, ultra-high-net-worth investors, and business-owning families on how to build, grow, and sustain long-term enterprise value through direct investing. We work across the full lifecycle of direct investment strategy, from sourcing and evaluating opportunities to structuring transactions, supporting portfolio companies, and guiding long-term ownership decisions. Our clients are families thinking in decades, not quarters. We support them in: -Developing disciplined direct investment strategies -Strengthening and scaling family-owned businesses -Navigating generational ownership and leadership transition -Structuring liquidity, recapitalizations, and acquisitions -Building governance frameworks that sustain long-term success Backed by a proprietary targeting platform and an experienced advisory network, we combine data-driven insight with deep experience in family enterprise. At FODIS, we believe direct investing is not just a financial strategy, it is a tool for strengthening financial wealth, preserving control, and building enduring family enterprises.