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Summer Webb

Summer Webb

Senior Vice President of Business Development at American Estate & Trust, specializing in alternative investment custody and financial services for advisors.

Jun 2, 2026

8:19
Mm-hmm
8:19
... and custodying these assets, uh, compliantly.
8:23
And, uh, but Schwab and Fidelity and those types of custodians don't custody everything, so you're very limited to what you can offer your clients.
8:31
So if you want to expand upon that and start to allow them to invest in metals, real estate, and the things that may give a higher yield, higher dividend for them, or things they're asking about, um, and, and that you think may be fruitful for them, um, you have the opportunity to do that alongside a custodian like AET.
8:49
Because we are, you know, that's our primary focus.
8:51
So we don't, we don't, uh, market to consumers directly.
8:54
We just provide the back-end service and technology for RIAs, family offices, and businesses looking to streamline private asset investing.

16 MINS LATER

25:19
Like, how does an advisor who's just wanting to get started, or has some of this and wants to blow up that part of their business as a differentiation tool, what does it actually look like through the process from walking through the deal, how you're actually executing it, how it flows into reporting, all the way to what the client experiences at the end?

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