AET

For CPAs & Attorneys

Private Asset Custody Built for Legal & Tax Professionals

Everything you need to advise on or administer retirement accounts holding private assets, without the delays or disconnects of legacy custodians.

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Legal and tax professionals managing qualified accounts

Why CPAs & Attorneys Choose AET

Purpose-built infrastructure for legal and tax professionals managing qualified accounts with private assets.

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ERISA-Aware Custody
From prohibited transaction risk to plan design, AET supports compliance with IRS and ERISA regulations for Solo 401(k)s, checkbook LLCs, trust-held IRAs, and more.
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Administer or Advise
Maintain hands-on control. Oversee and administer your clients' accounts directly with no need to pass work to a third party or chase down documentation.
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Audit-Ready Recordkeeping
Eliminate the scramble at tax time. Clear audit trails, complete contribution and distribution history, and valuation support for private assets.
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Entity & Asset Structure Expertise
From LLC operating agreements to estate-planning considerations, we handle the intricacies of private wealth structuring inside retirement plans.
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Simplified UBIT/UBTI Oversight
Visibility into when unrelated business income may apply, helping you prepare clients proactively and avoid downstream tax issues.
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Transparent Oversight
Maintain visibility into every account action with detailed audit trails, account history, and built-in reporting tools.

Use Cases We Support

AET supports the full range of qualified account scenarios that legal and tax professionals encounter.

  • Streamlining estate and trust distributions
  • Solo 401(k)s and pooled plans
  • Trust-owned IRAs and checkbook LLCs
  • Prohibited transaction reviews
  • UBIT/UBTI-sensitive investments
  • State and legacy plan coordination
  • Corrective filings and retroactive compliance
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CPA and attorney custody use cases

Ideal For

Solo 401(k) Structuring

Structuring and maintaining Solo 401(k)s with full compliance support and audit-ready recordkeeping.

Self-Directed IRA Advisory

Reviewing and advising on self-directed IRAs holding private assets, including real estate, PE, private credit, and more.

Trust Asset Administration

Managing trust assets from investment to inheritance, with clear audit trails and entity structure expertise.

Built to Collaborate

We work seamlessly with your clients and their other providers, including investment advisors, family offices, and third party administrators, to ensure every detail is aligned. Our team helps reduce compliance risk and streamline coordination, so you can focus on strategy, not paperwork.

Collaborative custody for legal and tax professionals

Custody for Legal & Tax Professionals

A Smarter Way to Support Private Qualified Accounts

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