AET

For Family Offices

Purpose-Built Custody for Family Offices

Secure, scalable solutions tailored for family offices, featuring nominee services, white-glove support, and plug-and-play infrastructure.

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Family office custody and wealth management

Built for Complex Wealth Management

White-Glove Support

AET pairs each family office with a senior account manager for personalized onboarding, proactive support, and fast-turnaround service tailored to your structure.

Support for Complex Entities

Trusts, LLCs, and multi-member partnerships are all supported. Our systems are flexible enough to accommodate intricate wealth structures without compromising compliance.

Secure Infrastructure

Our platform is SOC-compliant, offers real-time notifications, and provides full audit trails to ensure transparency and accountability across every transaction.

One Platform for All Private Assets

Consolidate private equity, real estate, fund interests, and retirement capital under a single qualified structure. AET lets you deploy retirement assets into private opportunities tax-efficiently, integrate with your existing reporting tools via Morningstar ByAllAccounts, and eliminate the administrative overhead of managing multiple custodians.

  • Leverage qualified accounts for tax-efficient private investments
  • Consolidate holdings across trusts, LLCs, and partnerships
  • Real-time portfolio visibility alongside public market positions
  • Custom integrations with your existing tech stack
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Consolidated private asset custody platform

A Trustee That Serves Your Vision, Not Its Own

Family offices need a corporate trustee who handles administration and compliance without competing for the investment relationship. AET serves as directed trustee under Nevada law, so your advisor keeps full investment authority while we handle the rest.

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Directed Trust Structure
AET administers and safeguards assets while your chosen advisor retains investment discretion. No conflicts, no competition for the client relationship.
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Nevada Dynasty Trust Provisions
Structure wealth to endure across generations with Nevada's 365-year perpetual trust provisions, no state income tax, and flexible decanting options.
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Asset Protection Under Nevada Law
Nevada's domestic asset protection trust statutes shield assets from future creditors with one of the shortest seasoning periods in the country.
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Multi-Entity Governance Support
Trusts, LLCs, family limited partnerships, and layered holding structures are all supported. We work with your legal team to administer what they design.

Why Family Offices Choose AET

Our nominee structures and flexible custody solutions let you manage private holdings discreetly, without compromising control.

  • Trusted by family offices and multi-family offices
  • Transparent compliance safeguards
  • High-touch onboarding and direct support from our team leaders
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Family office private asset management workflow

Custody for Family Offices

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