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Navigating Direct Private Investing: A Framework for Family Offices

Navigating Direct Private Investing: A Framework for Family Offices

by [email protected] | Oct 24, 2026 | (Index) Personal Considerations for Alternative Investments, Featured, Investor Support

Interest in private investing continues to grow among family offices. For single family offices (SFOs) considering direct private investment (DPI) allocations, this article offers a general framework for evaluating opportunities, comparing risks, and identifying where...
Family Offices — Circa 2026

Family Offices — Circa 2026

by [email protected] | Sep 1, 2026 | (Index) Personal Considerations for Alternative Investments, Columns, Investor Support

Those who visit Florence cannot help but notice the imprint of its most famous family. More than five centuries after the height of the Renaissance, the Medici legacy remains visible in landmarks such as the Bargello Museum, Palazzo Medici Riccardi, Palazzo Vecchio,...
When an EB-5 Project Encounters Financial Distress

When an EB-5 Project Encounters Financial Distress

by [email protected] | Jul 22, 2026 | (Index) Personal Considerations for Alternative Investments, EB-5 Investment Visas

A Practical Perspective for Investors and Advisors   EB-5 investors make substantial commitments by investing capital in a U.S. business or real estate project to secure their visas. They pursue permanent residency while making private investments that carry the...
Investing in Women’s Apparel Wears Well for Investors

Investing in Women’s Apparel Wears Well for Investors

by [email protected] | Jun 16, 2026 | (Index) Industry Reviews

Women’s apparel may not immediately come to mind when investors think about attractive private market opportunities, but perhaps it should. Behind the fashion industry sits a massive global business driven by consumer loyalty, repeat purchasing, and the ability of...
The Move to Rural EB-5 Investments

The Move to Rural EB-5 Investments

by [email protected] | Jun 4, 2026 | (Index) Personal Considerations for Alternative Investments, Investor Support

If you are thinking about making an EB-5 investment, you may have noticed that many of them focus on real estate: large hotel projects, apartment buildings, or mixed-use developments in growing cities. Those have been the most common choices for years. But these days,...
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© Copyright 2024 Carofin, LLC. All Rights Reserved

PRIVATE PLACEMENTS ARE HIGH RISK AND ILLIQUID INVESTMENTS. AS WITH OTHER INVESTMENTS, YOU CAN LOSE SOME OR ALL OF YOUR INVESTMENT.

Securities offered through Carofin, LLC. Carofin, LLC and Carolina Financial Securities, LLC are affiliated Broker-Dealers, Members of FINRA/SIPC, and subsidiaries of Carolina Financial Group, LLC. For more information on the services we offer and details associated with such services, please see our Customer Relationship Summary.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Craig Gilmore at 828.393.0088 x 520 and/or [email protected]

The information contained herein is for informational purposes only and is not intended for further distribution. The information does not constitute a complete description of any investment or investment performance. This webpage is in no way a solicitation nor is it an offer to sell securities nor is it advice or recommendation regarding any investment. The information is not directed to any person who is not believed to qualify under the definition of an Accredited Investor under the rules of Regulation D of the 1933 Securities and Exchange Act. No security listed on this webpage or otherwise offered through Carofin, LLC may be purchased without prior receipt of a complete Private Placement Memorandum or other official offers of sale.

Carolina Financial Securities and Carofin only offer one type of alternative investment, those sold as private placements. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance nor should it be interpreted that FINRA, the SEC or any other securities regulator approves of any of these securities. Additionally, there are no warranties expressed or implied as to accuracy, completeness, or results obtained from any information provided on this website. Investing in private securities transactions bears risk, in part due to the following factors: there is no secondary market for the securities; there is credit risk; where there is collateral as security for the investment, its value may be impaired if it is sold.

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