Resources

Press Kit

A complete collection of American Estate & Trust (AET) brand assets, bios, messaging, and approved media materials designed to help partners and journalists accurately represent our company. Use this kit for any public-facing communications, announcements, or coverage involving AET.


1 Pagers

Concise overviews that distill AET’s services, capabilities, and differentiators for each vertical: RIAs, family offices, deal sponsors, TPAs, and platforms. Ideal for quick reference, client conversations, or internal training.

Family OfficesClick Here To Download
RIAsClick Here To Download
Deal SponsorsClick Here To Download
Third Party AdministratorsClick Here To Download
PlatformsClick Here To Download

Decks

Strategic, high-level presentations you can use to introduce AET to prospects or stakeholders within each vertical. Each deck provides a clear narrative, data points, and visual explanations of how AET supports RIAs, family offices, deal sponsors, TPAs, and platform partners.

Family OfficesClick Here To Download
RIAsClick Here To Download
Deal SponsorsClick Here To Download
Third Party AdministratorsClick Here To Download
PlatformsClick Here To Download

Co-Marketing

Ready-to-use assets, templates, and messaging tailored for joint campaigns. These materials help RIAs, family offices, deal sponsors, TPAs, and platforms clearly communicate our shared value proposition to their clients.

Family OfficesClick Here To Download
RIAsClick Here To Download
Deal SponsorsClick Here To Download
Third Party AdministratorsClick Here To Download
PlatformsClick Here To Download

Success Stories