Blog
Insights & Resources
Expert perspectives on custody, trust administration, compliance, and alternative asset investing.
Retirement
Roth IRA Conversion: Complete Tax Strategy Guide
November 13, 2025
Pay taxes once today, enjoy tax-free growth and withdrawals forever. A Roth IRA conversion could be one of the most powerful financial moves you make for your retirement.
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Alternatives
Reg D Offerings for Retirement Investors Explained
November 12, 2025
Regulation D offerings present unique opportunities for retirement investors seeking to diversify beyond traditional stocks and bonds. Here's a comprehensive guide to the workflow.
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Service
Investment Processing Timeline & Communication Guide
October 30, 2025
American Estate & Trust recognizes that timing is critical for time-sensitive deals. This guide outlines what to expect from account approval through fund deployment.
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Wealth Managers
Automating Private Asset Custody for Wealth Managers
October 23, 2025
With AET's Deals platform, wealth managers can facilitate client access to exclusive deals, automate complex multi-investor workflows, and scale private asset practices without scaling headcount.
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Alternatives
7 Reasons Why Issuers Offer Self-Directed IRA Funding to Investors
October 15, 2025
Self-directed IRAs allow investors to branch beyond standard retirement account restrictions. Here are seven reasons why issuers should offer this funding pathway.
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Alternatives
Alternative Investment Landscape in 2025
October 15, 2025
The alternative investment landscape continues to evolve with expanded retail access, new regulatory frameworks, and technology-driven efficiencies across private equity, real estate, and digital assets.
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Retirement
Everything to Know About SDIRA Prohibited Transactions
October 15, 2025
Self-Directed IRAs offer investment flexibility, but that flexibility comes with strict IRS compliance requirements. Understanding prohibited transactions is essential to protecting your retirement savings.
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Private Assets
Everything You Need to Know About Drafting a PPM
October 15, 2025
A PPM is the prospectus for a company issuing securities below the SEC's registration threshold. Whether you need one, what it costs, and what it should include.
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Alternatives
Holding REITs in IRA & Other Retirement Accounts
October 15, 2025
Real estate investment trusts represent a significant exception to traditional stock-and-bond portfolios, offering tax-advantaged exposure to real estate within retirement accounts.
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