Nevada Dynasty Trusts Supercharge QSBS

Dynasty is using trust administration, not planning software, as the real customer lock in. The initial product is simple, help startup founders and early investors move low value QSBS eligible shares into Nevada non grantor trusts early, get the gift valuation done cheaply, and keep those trusts compliant. Once liquidity hits, the trustee controls the ongoing workflow around cash, tax filings, beneficiaries, and outside financial partners, which turns a one time tax tool into a multigenerational revenue stream.1 2 3 4

• The core wedge is day one affordability for people with paper wealth. Dynasty packages trust formation, gift valuation, trustee service, and annual filings into a low pre exit subscription, versus the old model of separate attorneys, trust companies, and valuation firms that could cost six figures in year one. That is the initial product market fit.1 2
• The trust company license is what makes the wedge sticky. Competitors like Valur can help discover and implement strategies, but if they rely on third party trustees they do not own the longest lived relationship. Dynasty does. In Nevada, these trusts can last 365 years, so the administrator is not just closing paperwork, it is sitting at the center of the family balance sheet for decades.1 3 4 5
• This solves a retention problem that cap table and liquidity platforms struggle with. Carta helps before and around liquidity, but the product naturally loses relevance once a company goes public or shareholders cash out. A trustee relationship gets stronger after exit, because fees rise from about $375 per trust pre exit to $3,000 per trust post exit, and the trustee can route assets to Morgan Stanley, Schwab, or Goldman Sachs for referral revenue.1 2

The direction from here is clear. Fintech wealth companies that own a regulated trust layer will push upstream into incorporation and QSBS tracking, then downstream into family office workflows, because the winner is the firm that gets in when shares are cheap and stays in control after those shares turn into liquid wealth.1 2 3