American Estate & Trust
Modern capital raising for the sophisticated sponsor
Give your LPs the investment experience they expect
From compliance and reporting to investor expectations, we partner directly with deal sponsors to streamline every step of the investment process. Our platform eliminates friction, ensures regulatory confidence, and frees your team to focus on running great deals and delivering results.
Create your offering
Invite your investors
Close subscriptions
Manage distributions
Offer Tax-Advantaged Investing Today
Tap into the $17 trillion retirement market by offering tax-advantaged options to your investors
Streamline The Fundraising Process For Your Next Deal
Tap into the $17 trillion retirement market by offering tax-advantaged options to your investors.
Let Us Manage Your IRA Compliance
Accessing IRA capital doesn’t have to mean managing complex back-office operations, compliance headaches, or endless investor questions.
Raise capital. Stay compliant. Support your investors.
AET is the trusted partner for sponsors who want to raise capital without the time consuming operational lift.
Strategic Custody for Sponsors Who Want to Raise More, Faster
We help private fund managers, real estate sponsors, and deal platforms unlock tax-advantaged capital through a streamlined custody solution built to support your raise.
Accept IRA and qualified funds for your next deal.
AET provides qualified custody, escrow, and investor workflows so sponsors can securely accept retirement capital from their investors, without managing compliance or operations.
Increase your capital pool
Give investors more funds to deploy with qualified dollars
Decrease time-to-close
Hit your funding goals faster
Attract HNW investors
Investors want access to tax-advantaged funding.
Automate admin & compliance
Let us handle account reporting
Offer Tax-Advantaged Investing Today
Our platform is for sponsors looking for:
Versatile asset
management
Raise capital for real estate, private equity and private credit
How American Estate & Trust (AET) Supports Deal Sponsors
We bridge the gap between complex regulatory requirements and investor experiences through institutional-grade infrastructure.
Secure
Capital Management
Escrow capabilities for Reg D, 506(c), 1031, and other structures.
Comprehensive
Self-Directed Custody
Compliant IRA custody for real estate, private funds, private credit, and more.
Adaptive
Workflow Integration
Flexible integration with your own investment workflows.
Full-Lifecycle
Investor Advocacy
Dedicated investor support from onboarding through final distributions.
Superb data connectivity for modern wealth management
Bridging the Gap to the RIA Ecosystem
We provide the digital infrastructure to ensure your fund data flows directly to the platforms your investors and their advisors use every day. By integrating with the broader RIA tech stack, we eliminate manual reporting and position your offering as an institutional-grade asset.
See How American Estate
& Trust (AET) Powers Your Next Raise
Share your contact information and deal details; we’ll connect you with a specialist who can show you exactly how our platform automates your back-office work.