Dynasty's Focus on Nevada Trusts

Valur is building a broader tax planning front door, while Dynasty is trying to own one narrow workflow so completely that founders default to it early. In practice, Valur asks users to input their whole situation, then recommends from many structures, from QSBS trusts to CRUTs and GRATs, while Dynasty is built around one moment, moving startup equity into Nevada dynasty trusts early, pricing it cheaply, and keeping the trustee role in house.

• Breadth expands who can buy. Valur can serve someone with startup stock, appreciated public stock, charitable goals, or ordinary income tax issues, and then monetize through annual administration once a structure is funded. That makes the funnel bigger, but the product has to explain many workflows instead of one.
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• Dynasty's focus makes the workflow simpler and sharper. It is centered on founders and investors with illiquid startup equity, with one low cost entry point, up to four trusts for $1,500 per year plus valuation fees, and a pitch built around setting up early before the shares get expensive.
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• The trustee layer matters because it shapes the actual customer experience after setup. Valur can in some cases act as trustee and also administer many different structures, but Promissory and other focused QSBS products lean on Nevada fiduciaries and attorney review, which pushes them toward a more service heavy model than Dynasty's tightly integrated approach.
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The category is likely to split in two. Broad planners will win by becoming the software layer advisors use across many tax problems, while focused players like Dynasty will keep winning where one use case is urgent, timing sensitive, and valuable enough to justify a purpose built product. The companies that best combine early acquisition with long lived trust administration will own the most durable economics.