Private Assets
12 articles
Alternatives
Oil and Gas Investment Breakdown: Understanding Energy Sector Opportunities
February 27, 2026
Understand the major private oil and gas investment types including working interests, royalty interests, limited partnerships, and their tax implications.
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Alternatives
Precious Metals Assets: Investing in Gold, Silver, Platinum, and More
February 27, 2026
From gold's inflation-hedging properties to platinum's industrial applications, precious metals help preserve wealth, diversify holdings, and potentially deliver returns during economic turbulence.
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Alternatives
Understanding Cryptocurrency Assets: Bitcoin, Altcoins, and More
February 23, 2026
Cryptocurrency has evolved from a niche technology experiment into a legitimate asset class. This guide breaks down the major categories, helping investors understand what they're actually buying.
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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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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
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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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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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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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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Alternatives
The Ultimate Guide to Private Placements
October 15, 2025
What was once a gentlemen's club is now an app. Today's private placement market in the United States embodies a level-playing-field ethos, with multiple pathways for companies to raise capital.
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