Blog
Insights & Resources
Expert perspectives on custody, trust administration, compliance, and alternative asset investing.
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
What Is a Self-Directed IRA? A Complete Guide from a Custodian
February 23, 2026
A Self-Directed IRA provides investors control over retirement savings, enabling investments beyond traditional stocks and bonds including real estate, private placements, precious metals, and cryptocurrency.
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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
Convert Low, Compound High: The Alternative Asset Roth Strategy
November 19, 2025
The strategic advantage lies in valuation arbitrage: converting an asset when its Fair Market Value is defensibly low, effectively paying tax on pennies to shield future dollars.
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Retirement
Roth IRA Conversion: Complete Tax Strategy Guide
November 13, 2025
Pay taxes once today, enjoy tax-free growth and withdrawals forever. A Roth IRA conversion could be one of the most powerful financial moves you make for your retirement.
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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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Service
Investment Processing Timeline & Communication Guide
October 30, 2025
American Estate & Trust recognizes that timing is critical for time-sensitive deals. This guide outlines what to expect from account approval through fund deployment.
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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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