Custody and trustee services built for family offices.
Family offices keep their investment authority. AET handles the trust administration, custody, and compliance that comes with it.
How we help family offices
Built for how families invest .
- 01
Custody for the full private book
Private equity, real estate, venture, private credit, hedge funds, crypto, and precious metals, all custodied under one roof.
- 02
Directed trustee under Nevada law
Your investment team keeps full discretion. AET handles administration, recordkeeping, and compliance, with no competition for the client relationship.
- 03
Support for complex entity structures
Trusts, LLCs, family limited partnerships, and layered holding structures are all supported. We work with the entities you already have.
- 04
Tax-efficient private investing in qualified accounts
Custody private placements inside IRAs, Roth IRAs, and other qualified accounts. Meaningful tax savings for principals in high-tax states.
- 05
Reporting that fits your stack
Morningstar ByAllAccounts integration brings private holdings onto the same statement as public positions, so your reporting tools see the whole picture.
- 06
A dedicated rep who knows your family
A named contact who learns your structure, your entities, and your deal patterns. Reachable by phone and email when a closing is on the line.
Meet at the conference
Find Ken in Chicago on June 10.
Stop by to see if AET fits what your family office needs.
Ken Shotsberger
Business Development, AET