Dynasty

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Feature	Dynasty
STOA Rating	6.0
Description	Dynasty helps startup founders protect their exit gains by setting up QSBS (Qualified Small Business Stock) trusts that can exclude $10–$15M in 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's a fraction of the $15K–$60K+ attorneys typically charge for the same work.
Strengths	•Dramatically lower cost than traditional attorneys — founders report saving $15K–$60K+ vs. 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
Pricing	From $1500/mo
Best For	Professional Services / Consulting
AI Features	AI-Powered Dynasty offers an AI voice agent trained on QSBS rules that you can call anytime to get plain-English answers about trust stacking and Section 1202 eligibility.
Categories	Get Paid & Manage MoneyHandle Documents & Data
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.
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Dynasty

6.0AI

Dynasty helps startup founders protect their exit gains by setting up QSBS (Qualified Small Business Stock) trusts that can exclude $10–$15M in 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's a fraction of the $15K–$60K+ attorneys typically charge for the same work.

Strengths

•Dramatically lower cost than traditional attorneys — founders report saving $15K–$60K+ vs. 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

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Dynasty

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