Dynasty sets up, funds, and maintains QSBS-eligible trusts for startup founders and early employees, with the goal of stacking Section 1202 exclusions so each trust beneficiary can shield up to $10-15 million of qualified small business stock gains from federal capital gains tax at exit. The company packages what was traditionally a high-touch wealth-management workflow into a productized service priced in the low thousands, aimed squarely at founders pre-liquidity.

Company Profile

Founders & Key People

Investors

Products

• QSBS trust setup and funding
• Trust stacking strategies
• Section 1202 tax planning
• Ongoing compliance and administration
• Estate planning for founders

Competitors

Wealth ManagementTax PlanningQSBSFounders

Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of recent date. Refreshed quarterly.