Build what lasts
Stewardship for what endures.
Retirement, Trust Administration, and Custody for families and businesses.
Modern trust infrastructure for what's next
Your clients want alternatives in their IRAs
RIAs, TPAs, and platforms that need a custodian built for real estate, PE, private credit, and other non-traditional assets.
Learn more →You need a corporate trustee, not a gatekeeper
Advisors and attorneys looking for a directed trustee under Nevada law who won't compete for the client relationship.
Learn more →You're building a platform and need trust infrastructure
Fintechs and deal sponsors who need custody, escrow, or account administration via API.
Learn more →Qualified administration for alternative assets
AET administers qualified retirement accounts with full support for alternative and private market investments. Our clients are RIAs, TPAs, family offices, fintech platforms, and deal sponsors.
- Traditional, Roth, SEP & SIMPLE IRAs, 401(k), Solo(k), HSAs
- Real estate, private equity, venture capital, private credit, digital assets
- Advisor Portal for deal creation, capital flows, and client management
- Investor Portal with self-service tools and account visibility
- Trust API for platforms and developers building on our infrastructure
AET removed all the friction from IRA custody. Their platform helped us onboard investors faster and close our raise weeks ahead of schedule.
A trustee that works with your advisor, not around them
AET serves as corporate trustee under Nevada trust law, working alongside your advisor to hold, administer, and protect assets while your advisor keeps full investment authority.
- Corporate directed trustee services
- Your advisor leads, AET handles administration and compliance
- Nevada trust law: asset protection, no state income tax, dynasty trust provisions
AET's expertise, insight, and help with situations that have been difficult to navigate has made my job much easier — allowing me to focus more on my clients and new business.
Private asset custody, modernized
Purpose-built custody for alternative and private market assets with the technology infrastructure modern platforms expect.
- Custody for real estate, PE, VC, private credit, digital assets, and more
- Trust API for embedding custody and compliance into your platform
- White-labeled investor portals and onboarding via DocuSign
- Escrow services for complex transactions and capital raises
- Integrations with Morningstar ByAllAccounts for consolidated reporting
By pairing Beagle's technology for finding forgotten 401(k)s with AET's modern SDIRA platform, individuals can seamlessly rollover their assets into new investment opportunities that better align with their goals.
Trusted across the private market ecosystem
Get StartedRetirement · Trust Administration · Custody
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