Purpose-Built Custody
for Family Offices

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

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  • ✓ Trusted by family offices and multi-family offices
  • ✓ Transparent compliance safeguards
  • ✓ High-touch onboarding and direct support from our team leaders

Unlock the Power of Retirement Capital

Tap into underutilized retirement accounts to drive greater long-term value.

Most family offices manage substantial retirement assets that sit in conventional investment strategies. With AET, you can put this capital to more strategic use, leveraging qualified accounts to invest tax-efficiently in private opportunities, real assets, and direct deals, all while maintaining control and compliance.

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, multi-member partnerships — we’re built to support them all. Our systems are flexible enough to accommodate intricate wealth structures without compromising compliance.

Secure, Scalable Infrastructure

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

One Custodial Platform for All Private Assets

Whether early-stage companies, private equity, real estate, or fund interests, AET enables you to consolidate private assets under a single, qualified structure. That means fewer administrative headaches, smarter tax planning, and a stronger position when those high-upside opportunities pay off. With capital gains sheltered inside a retirement account, your clients can preserve more of their returns, especially when managing exposure in high-tax environments.

Integrate with the Reporting Tools You Already Use

Through our Morningstar ByAllAccounts integration, AET feeds private asset data directly into your reporting systems, ensuring comprehensive, real-time portfolio visibility alongside public market positions. Need something custom? Our development team is equipped to work with your tech stack.

Let’s Talk

Explore how AET supports your privacy, reporting, and asset custody needs, with the control and service your clients expect.