Dynasty Trust Charter Lowers QSBS Costs
Alessandro Chesser, CEO of Dynasty, on supercharging QSBS for founders & investors
Dynasty’s trust charter matters because it turns QSBS stacking from a bundle of outside vendors into one product with much lower recurring cost. In practice, the expensive part is not just drafting the trust once, it is needing a licensed trustee every year to administer it, file returns, and keep the structure compliant. If that trustee sits outside the software platform, fees stack quickly and the customer experience gets fragmented.
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Dynasty is built around owning the trustee role itself. It creates Nevada non grantor trusts, serves as directed trustee through its affiliated trust company, handles gift valuations, and files Form 1041 returns. That lets it price the entry product at $1,500 per year for up to four trusts, instead of passing through third party trustee costs on each vehicle.
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Promissory is the closest focused peer, but its model appears more transaction oriented, around $7,500 for up to four trusts, with attorney review and outside trust infrastructure. Valur is broader still, covering QSBS alongside GRATs, CRUTs, and other strategies, with recurring administration fees of roughly $5,000 to $12,500 per trust per year once structures are active.
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The real edge is not only lower pricing, it is control. When trust formation, trustee administration, valuations, and annual filings sit in one workflow, setup can happen while shares are still cheap, which is when QSBS stacking is most powerful. That is hard to match with a chain of lawyer, trustee, and valuation firm working separately.
The category is moving toward deeper vertical integration. As QSBS planning becomes more common after the July 4, 2025 rule changes, the winners are likely to be the firms that own both the software workflow and the regulated trust operations, because that combination lowers cost at entry and creates a durable administration relationship that can last for decades after a founder exits.