AET

For Family Offices

Fiduciary Services for the Modern Family Office

AET is the trustee, custodian, and administrator behind family offices that hold complex private wealth. Institutional support that keeps direction with the family across generations.

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Family office custody and wealth management

Core Services for Family Offices

Tax Strategies Using Qualified Accounts

AET holds private investments inside qualified accounts, so growth on illiquid positions compounds tax-deferred or tax-free.

Alternative Asset Custody

AET holds and administers the full range of private and closely held assets, from LLC interests and private equity to operating companies and real estate.

Directed Trustee

As directed trustee under Nevada law, AET administers assets while investment authority stays with your chosen advisor or investment committee.

Built for What Family Offices Actually Own

AET holds and administers private and closely held assets across the structures family offices use, from custody accounts and IRAs to trusts.

  • LLC and partnership interests
  • Private equity, venture, and pre-IPO positions
  • GP and LP fund interests
  • Operating companies and closely held businesses
  • Direct real estate and joint ventures
  • Private credit, promissory notes, and mezzanine
  • Mineral rights, energy interests, and royalties
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Consolidated private asset custody platform

Continuity Through Every Generational Transition

Every family office depends on individuals. Directors retire, principals pass, and successors come up to speed. AET is the operational and fiduciary layer that carries through each of those transitions.

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Advisor Coordination
AET works alongside your CIO, external CFO, tax advisor, and legal counsel. Any of them can change over time without disrupting the fiduciary layer beneath them.
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Integrated with Your Stack
Morningstar reporting, custodian integrations, and open APIs feed AET data into the tools your family office already runs on.
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Institutional Memory
Every entity, trust, asset, and beneficiary lives in a single system of record that persists through staff changes and succession events.
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Fiduciary Continuity
Trustee services carry through generational transitions without repapering accounts or renegotiating agreements.

Nevada Trust Advantages

AET is a Nevada-chartered trust company. Trusts administered here operate under Nevada trust law, which includes some of the strongest provisions in the country for dynasty planning, asset protection, and long-term compounding.

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365-Year Dynasty Trusts
Nevada allows perpetual trust provisions up to 365 years, so wealth can be structured to endure across many generations.
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No State Income Tax on Trusts
Nevada does not tax trust income at the state level. Over long horizons, that difference compounds meaningfully.
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Domestic Asset Protection
Nevada's DAPT statutes shield trust assets from future creditors with a two-year seasoning period, one of the shortest in the country.
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Multi-Entity Governance
Trusts, LLCs, family limited partnerships, and layered holding structures all sit inside the same administrative framework. AET works with your legal team on what they design.

Fiduciary Services for Family Offices

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