Private Asset Custody Built for
Legal & Tax Professionals

Everything you need to advise on or administer retirement accounts holding private assets — without the delays or disconnects of legacy custodians.

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  • ✓ Structuring and maintaining Solo 401(k)s
  • ✓ Reviewing and advising on self-directed IRAs
  • ✓ Managing trust assets, from investment to inheritance

Why CPAs & Attorneys Choose AET

ERISA-Aware Custody

From prohibited transaction risk to plan design, AET’s platform supports compliance with IRS and ERISA regulations. We’re built to handle Solo 401(k)s, checkbook LLCs, trust-held IRAs, and more.

Administer or Advise

Prefer to maintain hands-on control? You can oversee and administer your clients’ accounts directly with no need to pass the work to a third party.

Comprehensive Retirement Custody

Through our integrated business portal, CPAs can easily access account data, view investment holdings, and streamline year-end reporting.

Entity & Asset Structure Expertise

From LLC operating agreements to estate-planning considerations, we’re familiar with the intricacies of private wealth structuring.

Easy Handoffs When Needed

Need to transition control to a client or their advisor? Our portal makes the handoff simple and pain-free.

Audit-Ready Recordkeeping

Eliminate the scramble at tax time. AET offers clear audit trails, complete contribution and distribution history, and valuation support.

Simplified UBIT/UBTI Oversight

We provide visibility into when unrelated business income may apply, helping you prepare clients proactively and avoid downstream tax issues.

Transparent Oversight

Maintain visibility into every account action. Detailed audit trails, account history, and built-in reporting tools.

Use Cases We Support

  • → Streamlining estate and trust distributions
  • → Solo 401(k)s & pooled plans
  • → Trust-owned IRAs & checkbook LLCs
  • → Prohibited transaction reviews
  • → UBIT/UBTI-sensitive investments
  • → State and legacy plan coordination
  • → Corrective filings and retroactive compliance

Built to Collaborate

We work seamlessly with your clients and their other providers (RIAs, family offices, TPAs) to ensure every detail is aligned. Our team helps reduce compliance risk and streamline coordination, so you can focus on strategy, not paperwork.

A Smarter Way to Support Private Qualified Accounts

Let’s talk about how AET supports legal and tax advisors managing retirement wealth.