Family Offices
4 articles
Trusts
The Nevada Advantage
March 11, 2026
Nevada has emerged as the nation's most forward-leaning trust jurisdiction, combining modern statutes, strong asset-protection laws, and a business-friendly regulatory environment.
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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.
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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.
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Wealth Managers
How AET Helps Wealth Managers with Private Assets
October 15, 2025
AET custodies private assets so your clients get what they actually want: one consolidated statement showing their complete portfolio, integrated tax reporting, and holistic advice.
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