American Estate & Trust - AET

07/31/2026

Great few days at Opal's Family Office & Private Wealth Forum in Newport — thanks to everyone who connected with Summer. If we didn't get to talk custody for your alternatives, her door's open: https://www.aetrust.com/go/conference/meet-summer

07/21/2026

Come find us at the Opal Forum, one of the largest family office event in the world. 💯

Book a time with our very own Summer Webb—she'd love to connect with you and share how American Estate & Trust can help you navigate the road ahead: ✍️https://www.aetrust.com/go/conference/meet-summer/

06/30/2026

Did we miss you at ADISA Chicago? You can still get a private tour of our newest custody and trustee solutions.

Schedule your time with Ken here:https://www.aetrust.com/go/conference/meet-ken/

06/12/2026

Big week ahead! 🙌 The American Estate and Trust team is attending the 2026 ADISA Due Diligence Featuring TNDDA in D.C. — June 24–26.
Our very own Ken Shotsberger will be on the floor networking and connecting with industry leaders. See you there!

Send us a message to book a meeting with Ken.

06/08/2026

Only 2 days until the Chicago Family Office Conference. Please reach out if you'd like to carve out a few minutes with Ken: https://www.aetrust.com/go/chicago-2026/

06/08/2026

Nevada’s asset-protection framework is consistently ranked among the strongest in the United States.
Read more: https://www.aetrust.com/blog/the-nevada-advantage/

05/27/2026

If you are attending the Chicago Family Office Conference this June 10, don’t miss the chance to see our newest solutions for custody and trustee services built for family offices.

Book a meeting with Ken:

Meet American Estate & Trust at the Chicago Family Office & High Net Worth Conference. Custody and directed trustee services purpose-built for family offices and their advisors.

05/25/2026

This comprehensive guide explains how Self-Directed IRAs work, what you can invest in, the rules you need to follow, and how to determine if this retirement account structure is right for you.

Read more: 👇

Learn what a Self-Directed IRA is, how it works, permissible investments, applicable rules, and whether this retirement account structure suits your needs.

05/18/2026

www.aetrust.com

Legacy custodians weren't built for private assets, alternative investments, or the speed modern investors demand.

AET gives RIAs and deal sponsors a fully compliant, API-first custody platform — with white-labeled portals, real-time investor visibility, and ERISA-ready accounts from day one.

28,000+ investors. $6B+ transacted. Nevada-regulated since 2007.

www.aetrust.com

05/06/2026

Think beyond stocks and bonds. 📉➡️⛽️

If you’re an accredited investor looking for direct participation in energy production, private oil and gas might be the missing piece of your diversification strategy.

From monthly income potential to acting as a hedge against inflation, the energy sector offers unique benefits that traditional ETFs can’t match.

Read more:

Complete guide to private oil and gas investments: working interests, royalty interests, limited partnerships, tax benefits, and how to hold them in self-directed IRAs.