Alessandro Chesser, CEO of GetDynasty, discusses the evolution and strategic vision of GetDynasty, emphasizing how the company has carved a niche in the trust creation market. Starting with an initial seed funding of $5 million, selling 20% of the company, GetDynasty aims to simplify the complex process of estate planning through its digital platform. Chesser shares the company's approach to offering both revocable and irrevocable trusts, targeting asset protection and tax benefits. He highlights the growth strategies involving key partnerships with major mortgage lenders and the significant role of digital marketing in customer acquisition.
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Timestamps:
0:00 - Introduction and overview of GetDynasty, and CEO Alessandro Chesser
0:48 - Chesser's professional background and the founding of GetDynasty
1:17 - Key metrics: $5 million raised, selling 20% of the company
3:50 - Challenges in scaling trust management services
5:47 - Strategic partnerships and integration with mortgage lenders
8:03 - The significance of digital assets in trust management
10:15 - Marketing strategies and user acquisition
12:37 - Discussion on navigating legal complexities and regulatory compliance
14:43 - Future plans for licensing and expansion into a corporate trustee
18:19 - Deep dive into GetDynasty's business model and revenue strategies
21:34 - Tax benefits and asset protection strategies with trusts
24:50 - How founders can leverage trusts to minimize taxes and protect assets
26:45 - Closing thoughts by Alessandro Chesser on the future of estate planning
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By the numbers.
See charts and graphs here: https://getlatka.com/companies/getdyn...

Founded in 2022.
$50k in revenue in 2024.
$5M Raised during Seed Round.
20 employees.
505 customers.
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