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Family Offices — Circa 2026

Family Offices — Circa 2026

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, and Pitti Palace. More than architectural treasures, these buildings reflect how one family's wealth helped shape a city,...

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Carofin’s Due Diligence Checklist

Carofin’s Due Diligence Checklist

When conducting Carofin’s and its affiliate's due diligence on a prospective issuer (and consequent private offering), Carofin’s investment bankers and analysts follow a process that has been codified over the last 30 years. The following Due Diligence Checklist is our template that we’re delighted to share....

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Blue Sky Laws: History and Application to Private Investments

Blue Sky Laws: History and Application to Private Investments

If you’re thinking of crooning “Blue Skies,” you’d be in the right state of mind.  That’s because each state has its own state Securities laws, or “Blue Sky” laws, that further protect Investors from Securities fraud.   Here’s a brief overview of what those laws do for you.  In other articles, we’ve discussed federal Securities laws - the Securities Act of 1933 and the Securities Exchange Act of...

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INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiary with.