Dynasty captures trust administration margin

Owning the trustee seat turns Dynasty from a setup tool into the permanent operator of the trust. In a traditional QSBS stack, the licensed trust company is the party that keeps billing every year to handle distributions, records, filings, and beneficiary administration. By running that layer itself, Dynasty keeps that recurring fee stream in house, cuts out a separate vendor, and stays in control when the trust later holds cash, LLC interests, real estate, or startup investments.

• Pre-Dynasty, a founder often needed three separate providers, estate counsel, a licensed trustee, and a valuation firm. The trustee alone could cost roughly $8,000 to $10,000 per trust per year in the traditional workflow, which is why bringing the license inside the company mattered so much for pricing and margin.
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• The trustee role is not passive. Once an exit happens, the trust may need bank accounts opened, tax returns filed, cash moved into investment accounts, and approvals handled for private investments or entity transactions. That is why Dynasty reprices from early paper-wealth fees to about $3,000 per trust per year after liquidity.
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• Comparable Nevada trustees show where the margin sits. IconTrust publicly advertises $3,000 annual fees for directed dynasty trusts and $5,000 for broader delegated arrangements. If Dynasty outsourced that function, a large share of the post-exit economics would accrue to the outside trustee instead of Dynasty.
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The next step is that trustee economics become the base layer for a wider founder family office. Once Dynasty is already administering the trust, it is in position to attach tax prep, cash management, investment routing, and partner referrals. That makes the trust company less a compliance necessity and more the anchor for a long duration wealth platform.