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DynastyGet Paid & Manage Money

STOA rating

5.1 / 10

More about each tool

Pricing

From $1500 a month

What it does

Dynasty helps startup founders protect their exit gains by setting up QSBS (Qualified Small Business Stock) trusts that can exclude capital gains per beneficiary from taxes. You get a team that sets up, funds, and maintains the trusts — plus ongoing compliance so you stay eligible. It costs a fraction of what attorneys typically charge for the same work.

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Strengths

Dramatically lower cost than traditional attorneys — founders report saving thousands compared to going the law firm route
Covers up to four trusts in the base $1,500/year plan, making trust stacking accessible
Handles setup, funding, and ongoing compliance so you don't have to manage it yourself
Backed by credible investors including the CEO of Carta and Soma Capital, signaling domain trust

Weaknesses

Very narrow use case — only useful for startup founders holding QSBS-eligible shares, not general small businesses
Post-liquidity pricing jumps to $3,000/year per trust plus tax prep costs, which adds up fast
Launched June 2025 — very early stage with limited track record at scale

Key features

Set up QSBS-eligible trusts with up to four trusts included in the base plan
Stack multiple trusts to multiply your Section 1202 (federal tax exclusion) benefits per beneficiary
Get ongoing compliance management so your trusts stay qualified through your exit
Access a QSBS planning calculator to estimate your potential tax savings
Call an AI voice agent trained on QSBS rules for plain-English answers anytime
Add legal and CPA support through partner firms starting at $1,000 each

STOA verdict

Dynasty is built for startup founders — not typical small businesses — who hold equity in early-stage companies and want to protect exit gains from capital gains taxes. If you qualify for QSBS (Qualified Small Business Stock) treatment, the $1,500/year price is a real bargain compared to what attorneys charge. But this tool has zero value if your business doesn't issue QSBS-eligible stock, and it launched in mid-2025, so you're betting on a very new service for a high-stakes financial decision.