Custody
4 articles
Custody
SEC Custody Rule: What RIA Deal Sponsors Need to Know
May 26, 2026
If you're an SEC-registered RIA running your own deals, you may have a custody problem you didn't anticipate. Here's what Rule 206(4)-2 means for fund sponsors and how to solve it.
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Custody
What Is a Self-Directed IRA? A Complete Guide from a Custodian
February 23, 2026
A Self-Directed IRA provides investors control over retirement savings, enabling investments beyond traditional stocks and bonds including real estate, private placements, precious metals, and cryptocurrency.
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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.
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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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