Dynasty Owns the Trustee Seat

Dynasty is less like a tax software tool and more like a startup native version of a trust bank built into one workflow. The important point is that it owns the regulated trustee seat, not just the signup form. That lets it package trust setup, share transfer, gift valuation, tax filings, and long term administration into one low cost product, then keep the relationship for decades after a founder exits and trust assets turn into cash.

• Vertical integration matters because the old workflow was fragmented and expensive. A founder often needed a separate estate lawyer, a separate licensed trustee, and a separate valuation firm. Dynasty collapses those handoffs into one process, which cuts first year cost from six figures to under $5,000 for many customers.
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• Software enabled does not mean DIY only. The software handles onboarding, planning, document generation, and operations, but the trust company still performs the regulated work, serving as trustee, filing Form 1041 returns, keeping records, and communicating with beneficiaries. That combination is what makes the product cheaper without stripping out the trust layer.
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• Owning the trustee layer also changes the business model. Pre liquidity pricing is a low annual subscription, but after an exit each trust becomes a long duration administration account at much higher fees, with added referral and asset routing economics through partners like Morgan Stanley, Schwab, and Goldman Sachs. Competitors like Promissory and Valur rely more on third party trustees.
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The next step is for this model to move from a niche tax tactic into default founder infrastructure at incorporation. If Dynasty keeps owning the trustee relationship early, it can expand from QSBS setup into the broader operating system for post exit family capital, where the real prize is controlling administration, cash movement, and financial product routing for decades.