Blog
Insights & Resources
Expert perspectives on custody, trust administration, compliance, and alternative asset investing.
Custody
IRA Titling: Understanding the Essentials
February 17, 2026
Understanding custodial IRA titling is essential for deal sponsors, wealth managers, and individual IRA owners investing in alternative assets.
Read more →
Family Offices
Operational Alpha: Closing the "Asset Location" Gap in Family Wealth
November 20, 2025
The modern Family Office has evolved its allocation strategy, but the operational infrastructure has lagged. This creates an "Asset Location Gap" where high-yield assets are exposed to maximum taxation.
Read more →
Alternatives
Convert Low, Compound High: The Alternative Asset Roth Strategy
November 19, 2025
The strategic advantage lies in valuation arbitrage: converting an asset when its Fair Market Value is defensibly low, effectively paying tax on pennies to shield future dollars.
Read more →
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.
Read more →
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.
Read more →
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.
Read more →
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.
Read more →
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.
Read more →
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.
Read more →