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.

Independent advisory services for the business owner who is considering his/her transition of ownership - the decision whether to retain the business within family control or to sell it. Legacy Partners focuses the owner on their own next step (post transition), reviews the value of the business, the reasonable options for the owner (and the business) and then assembles a team of specialists to implement the owner's plan.

Serving family enterprises and their operating businesses through EY's Family Enterprise Business Services practice

Headwaters|SC operates a multi-disciplinary professional practice that provides business owning families and family offices with an integrated range of growth advisory, generational transition, and shareholder liquidity services, and investment banking services for their privately owned operating businesses or operating assets. In addition, Headwaters provides a range of services to clients who own a portfolio of operating businesses, which include direct investment services and support, risk monitoring, and private company equity oversight.

Business and securities valuation since 1987 for tax and financial reporting purposes. We help clients in an array of industries meet the regulatory and tax requirements that deal with the value of their companies or securities. Our work is relied upon by national Accounting firms and leading Law firms, who are our best sources of referral.