Dynasty's Trust Company Advantage

Owning the trust company turns trust planning from a software sale into a long duration regulated service relationship. In this category, the trustee is the party that opens accounts, holds legal authority over trust assets, files annual paperwork, and stays in the loop after a founder exits. When that role sits with an outside fiduciary, the product company loses control over pricing, onboarding speed, and the day to day service experience, even if its front end software is better.

• Dynasty is built around vertical integration. It creates the trust, performs the gift valuation, files tax returns, and serves as trustee through its Nevada trust company. That lets it price pre liquidity trusts at roughly $375 per trust per year, then step fees up after an exit when administration becomes more complex.
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• Promissory explicitly routes custody to a Nevada professional trustee, not an in house chartered entity. Its product bundles trust creation, valuation, and reporting, but the fiduciary layer is still external. That means one more institution sits between the software workflow and the actual administration of the trust.
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• Valur takes a broader tax planning approach and, in current materials, says customers can name Valur as trustee for some structures. But its strategy is wider than startup QSBS alone, so the competitive line is not just charter ownership, it is also focus. Dynasty is narrower, and that narrowness supports a simpler product and sales motion.
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The market is moving toward platforms that own more of the regulated workflow, not just the form filling. As more founders treat QSBS planning as something to do at formation rather than near exit, the winners are likely to be the firms that can combine low cost setup with trustee level control over the relationship for decades.