James C. Bly, Jr.

Managing Director and North American Practice Leader of EY's Family Enterprise Business Services (FEBS) practice & Founder, Principal and Chairman Emeritus of FODIS, LP (Family Office Direct Investment Services)

James C. Bly, Jr. is a Managing Director and North American Practice Leader of EY's Family Enterprise Business Services (FEBS) practice, which EY acquired from Mr. Bly in 2017. He has over 40 years of experience working with business owning families and single-family offices on matters related to growing larger, more valuable businesses; financing the growth of privately-owned companies; completing generational transitions of operating businesses; and designing and implementing shareholder liquidity plans.

Mr. Bly is also a Founder, Principal and currently serves as Chairman Emeritus of FODIS, LP (Family Office Direct Investment Services). FODIS specializes in direct investment activities serving Business Owning Families and Family Offices, which own upper middle market companies or complex portfolios of operating businesses or operating assets. Most of FODIS's clients are second through seventh generation family-controlled business enterprises or single-family offices.

Mr. Bly has served as a Trustee, Director, Committee Member, or Advisory Board Member to various single-family offices, family business holding companies, family-owned businesses, and business owning estates. Mr. Bly has either chaired or served on Finance, Investment, Strategy, Risk Management, or Nominating and Governance Committees of the boards of such entities.