Dynasty as family office quarterback

This reveals that Dynasty is not just selling tax setup, it is trying to own the control point after a founder gets liquid. By serving as trustee, opening the accounts, handling filings, and steering where cash, loans, and investments sit, Dynasty moves from a $1,500 per year planning product into the operating layer for a founder family office. That is where the bigger fees and referral revenue start.

• The product starts as cheap QSBS trust formation, under $5,000 upfront and $1,500 per year for up to four trusts, but the economics change after exit. Trustee fees rise 8x, to about $3,000 per trust per year, because the trusts now hold real cash, investments, LLC interests, and property that need ongoing administration.
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• The key difference versus broad tech enabled wealth managers like Compound and Savvy is where the relationship sits. Those firms typically win through dashboards, advisors, and planning. Dynasty is trying to win by being the legal entity actually responsible for the trust, which makes the relationship much harder to replace once money lands.
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• This also echoes a lesson from Carta and from pre liquidity platforms like Secfi. Startup wealth companies often help at the moment of liquidity, then lose the client or hand them off. Dynasty is built to keep the relationship after the exit by controlling the trust account and routing banking, lending, tax, and investment partners around it.
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The next step is clear, Dynasty can become the default family office control layer for startup wealth, beginning before incorporation and compounding after liquidity. If it keeps owning trustee status while adding more partner services, it will sit in the same seat that private banks want, but much earlier in the founder lifecycle.