American Estate & Trust

Overview

American Estate & Trust (AET) is a Nevada-regulated trust company offering custody and fiduciary services for alternative assets and tax-advantaged accounts. AET specializes in managing self-directed retirement accounts, including IRAs and 401(k)s, enabling investments in private equity, real estate, private credit, and digital assets. The company provides secure, scalable solutions tailored for family offices, investment advisors, and deal sponsors, facilitating access to alternative investments within retirement structures. AET operates under the regulatory oversight of the Nevada Financial Institutions Division, ensuring compliance with state laws and maintaining required capital reserves and bonding. The company emphasizes transparency and security, with its technology platform independently audited under SOC 1 Type II standards. AET's services include digital onboarding, compliance support, and integrations with platforms like Morningstar ByAllAccounts for consolidated reporting. With over 20,000 investors served and more than $10 billion in assets transacted, AET has established itself as a leader in alternative asset custody and trust administration. The company's mission is to simplify the process of investing in private assets through modern technology and regulatory compliance, providing clients with efficient and secure solutions for managing their investments within retirement and trust accounts.

Investment Focus

• Compliance with regulatory standards
• Minimum capital reserves
• Bonding requirements
• Adherence to Nevada trust company laws