Custody
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401(k) Alternatives Compliance Crypto Custody Directed Trustee ERISA Energy Family Offices Fund Custody Nevada Oil and Gas PEP Precious Metals Private Assets QSBS Qualified Custodian RIA Real Estate Retirement Royalty Interests Self-Directed IRA Service Tax Planning Tax Strategy Trusts Wealth Managers Working Interests
Custody
SEC Custody Rule: What RIA Deal Sponsors Need to Know
May 26, 2026
If you're an SEC-registered RIA running your own deals, you may have a custody problem you didn't anticipate. Here's what Rule 206(4)-2 means for fund sponsors and how to solve it.
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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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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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