Unlock Crypto, Real Estate, and More for Your Clients’ IRAs
Attending Fearless 2026? Let’s Talk Private Asset Custody
Help clients manage crypto, real estate, and private investments inside qualified and traditional accounts
Connect with us at Fearless
Many RIAs are running into the same challenges:
Clients investing in private assets outside the portfolio
“Paper tax” on high-growth investments held in taxable accounts
Compliance delays and unclear processes at traditional custodians
No easy way to report on private assets
How AET Helps
AET acts as a secondary custodian built specifically for alternative assets. We help RIAs custody and report on alternatives like crypto, real estate, and private placements including inside IRAs and qualified accounts while integrating into existing workflows.
Designed for alternative assets
Built for tax-advantaged strategies
No disruption to your primary custodian
How we work with RIAs
Sophisticated tax strategies
Help clients unlock tax advantaged opportunities by integrating private assets within IRAs, 401(k)s, and other qualified accounts.
Automated workflows
Streamline investor onboarding, funding, and reporting with digital tools that reduce manual effort and eliminate administrative bottlenecks
Compliance and custody
Ensure every private placement meets rigorous regulatory standards through automated valuations, IRS reporting, and secure record-keeping.
Custom investment
Use AET s flexible platform to structure and launch proprietary investment offerings tailored to your clients goals.
American Estate & Trust
Ken Shotsberger
VP of Sales
Ken@aetrust.com
702-505-8210
Let’s Talk RIAs and Private Asset Custody
Meet Ken at Fearless 2026
Ken works directly with RIAs exploring private asset custody and alternative investment workflows. He’ll be onsite at Fearless and available for short, informal conversations during the conference.
Attending Fearless 2026?
Ken works directly with RIAs exploring private asset custody and alternative investment workflows. He’ll be onsite at Fearless and available for short, informal conversations during the conference.
Key Benefits for RIAs
Expand AUM through broader asset access
Support client-directed private investments while maintaining visibility and control, without taking custody or assuming additional operational burden.
Streamlined, compliant custody
We handle the heavy lifting. AET serves as the qualified custodian and recordkeeper, helping you meet fiduciary responsibilities.
Attract, retain forward-thinking clients
Younger generations want diversified portfolios. Future-proof your business by offering alternative solutions that meet the demand of Gen Z and beyond.