Our Story

We were the 1st sales hire, 1st product manager hire, 1st engineer hire, and 1st executive hire, respectively, for Carta.

We collectively worked 20 years there, hiring hundreds of teammates, building and growing many disruptive products, and helping take the company from 0 ARR to $300M+. We attacked traditional services businesses and transformed them into a software business.

We were fortunate enough to be trusted with a ton of responsibility, and ended up with a life changing equity stake.

But this is where it gets interesting.

We cashed out a life changing amount of shares, and paid maximum capital gains taxes (23% federal + 13% California).

After we left Carta, we learned that an angel investor friend, who invested a ton of money into Carta in the early days, told us he cashed out $40m and paid ZERO taxes. They created trusts for their families and gifted a portion of their QSBS to these trusts. Through what's known as QSBS stacking, they realized this huge, perfectly legal tax benefit!

We couldn't believe it. Someone much richer paying zero taxes. And us paying the maximum cap gains rate.

Once we learned how he did it (trusts), we immediately knew we needed to start GetDynasty and make this strategy available to anyone.

All founders and early employees who pour their blood and sweat into building a lasting legacy in the market should also be able to benefit from the tax benefits and create a lasting legacy for their families just like the ultrawealthy do.

GetDynasty lets anyone create these powerful legal QSBS stacking trusts in minutes — all online, and at a fraction of the cost and time. You don't need to understand tax code or asset structures. We've built the trust engine under the hood, and we guide you through everything step by step.

Even more impactful, trust administration is provided by our affiliate Dynasty Trust Company LLC which is a duly licensed Nevada trust company. Through the affiliation, you benefit from the ultra low cost of maintaining these trusts to ensure you get the maximum tax benefits when you exit.

Now, trusts belong to anyone and everyone.