Dynasty Financial Partners launches partnership with Wealth.com's Ester AI as a Service to power estate and Tax Planning. March 9, 2026 Wealth.com, the industry's leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners ("Dynasty") to embed Wealth.com's artificial intelligence (AI)-powered estate and tax intelligence, known as Ester(TM), directly within the Dynasty Desktop. In the agreement, Dynasty will deploy Wealth.com's AI document extraction technology, through a firmwide rollout of Ester(TM) AI as a Service. The integration will introduce a new Estate & Tax Agent within Dynasty's AI Virtual Assistant, enabling advisors to move beyond static estate documents toward continuously monitored estate intelligence. Traditional estate plans are executed at a single point in time, yet client lives and financial circumstances evolve constantly. Marriages, divorces, business exits, new accounts and shifting financial priorities can quickly create gaps between a client's estate plan and their current reality. Through the Wealth.com integration, Dynasty's AI platform will evaluate estate plans against client activity across financial accounts, documents, meeting notes, emails and CRM updates. When meaningful life events or structural changes occur, the system surfaces insights to advisors, helping them identify when an estate plan should be reviewed before issues emerge. The rollout will bring this capability to Dynasty's national network of independent partner firms, representing more than 600 advisors and over $125 billion in assets. Advisors will gain access to AI-powered estate and tax summaries directly within Dynasty Desktop, allowing them to quickly interpret complex legal documents and proactively engage clients in conversations about legacy planning, tax strategy and long-term wealth transfer. "This partnership reflects our continued commitment to equipping independent advisors with institutional-grade capabilities to service the most complex and detailed needs of their ultra-high-net-worth clients," said Shirl Penney, founder and chief executive officer of Dynasty. "We are giving every advisor in our network a stronger foundation for comprehensive planning. For our advisors serving complex families, expanded access to Wealth.com's platform ensures they can deliver deeper, scenario-based guidance at scale." The Wealth.com integration represents the first external partnership contributing a dedicated agent to Dynasty's AI suite. Developed through Dynasty Labs, the firm's innovation arm launched in 2025, Dynasty has built an industry leading virtual assistant with specialized AI agents spanning CRM intelligence, financial data, cash flows, document retrieval, billing, TAMP oversight, financial planning, research, client communications and public search. Within the ecosystem, Wealth.com's Ester(TM) technology becomes the intelligence layer powering estate and tax analysis. Ester automatically reads and extracts key information from complex estate and tax documents, transforming them into structured insights that advisors can use to understand estate structures, identify potential issues and guide more informed planning conversations. Dynasty will also make Wealth.com's full planning platform available to advisors serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) families who require advanced estate and tax strategies. This creates a progression from AI-powered estate intelligence to full planning execution, including scenario modeling, estate document creation and advanced visual reporting. "At a time when advisors are expected to deliver increasingly sophisticated guidance, estate and tax intelligence cannot live in silos," said Tim White, co-founder and chief growth officer at Wealth.com. "Dynasty is taking a leadership position by embedding AI-powered document insight across its network while enabling advanced modeling and execution for complex needs. This is about operationalizing planning in a way that strengthens relationships and supports long-term growth." The announcement follows Wealth.com's recent launch of its integrated tax planning platform, which connects forward-looking tax modeling with estate strategy, legal document creation and trust funding workflows within a single system. The Dynasty integration extends this model by bringing estate and tax intelligence directly into the advisor's operating environment, signaling a broader shift toward embedding advanced planning capabilities within the infrastructure of independent wealth management platforms. Wealth.com's solutions are already being adopted by large advisory teams within the Dynasty ecosystem. OpenArc, recently launched on the Dynasty platform with Charles Schwab as custodian, will be leveraging Ester(TM) AI as a Service and implementing Wealth.com licensing across the organization. Serving primarily HNW and UHNW clients, OpenArc will utilize Wealth.com's tax and estate planning capabilities to deliver coordinated, holistic planning at scale across its client base. Wealth.com is the industry's leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs - from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. About Dynasty Dynasty Financial Partners is a premier provider of integrated technology-enabled wealth management solutions and business services for financial advisory firms, primarily serving high net worth and ultra-high net worth clients in the independent wealth management space. Dynasty offers a comprehensive platform of software and technology tools, business services, and holistic investment management capabilities through an open-architecture platform, delivered via a suite of proprietary and third-party technologies. Dynasty's technology, tools, and services provide advisory firms with the supported independence to launch their business, scale their operations, and grow their firms - both organically and inorganically - while allowing them to focus on and better serve their clients. For more than 15 years, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and their advisors, contributing to the movement of assets from traditional brokerage channels to independent wealth management channels. As Dynasty continues to establish itself as an industry leader, it has developed competitive strengths, including a deep understanding of and strong relationships with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, and an entrepreneurial culture led by an experienced and committed management team. Dynasty is committed to growing its business by facilitating existing advisory firm clients' growth, onboarding new clients, increasing clients' use of its broader capabilities, launching additional solutions, and facilitating complementary acquisitions. Dynasty believes the independent movement, the separation of where advice is given from where products are manufactured and sold, is still in the very early innings. Dynasty sits at the intersection of the new Triangulation of Wealth model helping to connect independent advice with safe and strong custody solutions that when matched with best-in-class product execution represents the future of the wealth management that was once just reserved for family office levels of wealth. Dynasty's award winning technology and desktop operating system allows Dynasty's business owner RIA clients to service their clients, manage their business, and oversee their investments all in one seamless location that frees them up to spend more time with clients and grow their business.

Wealth.com, an estate and tax planning platform, has appointed Chris Nason as head of private wealth. Nason joins from McDermott Will and Schulte, where he was a partner advising ultra-high-net-worth families on complex estate and tax planning. In his new role, Nason will lead development of Wealth.com's private wealth strategy, embedding legal and tax expertise into the platform's architecture and workflows. A Yale Law School graduate, he teaches Trusts and Estates Planning at Stanford Law School and serves as managing editor of International Estate Planning. The appointment reflects Wealth.com's focus on legal rigour as advisors navigate the $124 trillion Great Wealth Transfer and increasing tax complexity. The company has raised over $295 million and serves thousands of wealth management firms.

Wealth.com appoints nationally recognized Trusts and Estates attorney Chris Nason as head of Private Wealth. Strategic hire strengthens platform's legal foundation as estate and tax complexity accelerates PHOENIX-(BUSINESS WIRE)-Wealth.com, the industry's leading estate and tax planning platform, today announced that nationally recognized private wealth attorney Chris Nason has joined the company as head of private wealth. Nason joins Wealth.com from McDermott Will and Schulte, where he served as a partner in the firm's San Francisco office, advising ultra-high-net-worth (UHNW) families and international clients on complex estate and tax planning matters. In this role, Nason will lead the continued development of Wealth.com's private wealth strategy, embedding substantive legal and tax expertise directly into the platform's architecture, estate and tax planning workflows, advisor education initiatives and enterprise partnerships. He will work closely with product and engineering teams to ensure the platform reflects the technical precision required for sophisticated multigenerational and tax-sensitive planning. "We are at a pivotal moment in wealth management," said Nason. "Advisors are navigating the largest intergenerational wealth transfer in history alongside increasing tax complexity, cross-border considerations and heightened compliance burdens. Technology supporting those conversations must be grounded in real legal substance. I'm excited to join Wealth.com because of its clear commitment to legal rigor and its ambition to build a platform that truly reflects the complexity of modern estate and tax planning." "Chris represents exactly the kind of leadership required for where this industry is headed," said Rafael Loureiro, chief executive officer and co-founder of Wealth.com. "As estate and tax planning become central to how leading firms differentiate, technology and artificial intelligence must be grounded in the same legal rigor that governs sophisticated private wealth strategy. Chris' expertise strengthens our ability to deliver innovation that is institutionally sound, legally precise and trusted by the nation's largest financial institutions." A graduate of Yale Law School, Nason served as an editor of the Yale Journal of International Law, was a fellow at the China Law Center and co-president of the Law and Africa Society. Prior to law school, he studied Chinese language and law at Peking University as a CSC Scholar. He has been recognized by Best Lawyers: Ones to Watch in America for Trusts and Estates (2021-2026), named "Up and Coming" by Chambers High Net Worth in Private Wealth Law (California, Northern) and selected as a Private Client Global Elite "Ones to Watch" honoree (2017-2021). Nason is admitted to practice in California, Massachusetts, New Jersey and New York. Nason focuses his practice on sophisticated private client matters and is widely regarded for his depth in international estate planning. He serves as managing editor of International Estate Planning, a multi-volume guide to U.S. estate and income taxation of foreign nationals published annually by LexisNexis/Matthew Bender Elite and teaches Trusts and Estates Planning at Stanford Law School. "Estate and tax planning require precision and dependability," said Anne Rhodes, chief legal officer at Wealth.com. "Technology in this category must embody substantive legal reasoning and withstand institutional scrutiny at scale. Chris has practiced at the highest levels of private wealth law, and his leadership deepens the analytical discipline and technical integrity embedded in our platform's design." Nason's appointment underscores Wealth.com's broader commitment to building the most legally rigorous estate and tax planning platform in wealth management. As the $124 trillion Great Wealth Transfer accelerates and tax laws continue to evolve, advisors require technology grounded in institutional-grade legal expertise. By investing in substantive legal leadership at the core of its platform, Wealth.com continues to raise the standard for estate and tax planning technology. About Wealth.com Wealth.com is the industry's leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs - from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. Contacts. MEDIA CONTACT: StreetCred PR [email protected] Audrey Love 865-253-6082 [email protected] Rob Farmer 415-377-3293 [email protected] More News From Wealth.com PHOENIX-( BUSINESS WIRE )-Wealth.com and "Ritholtz", today released a new study Living Legacies: How 'Giving While Living' and Family-Wide Planning Are Rewiring Advisory Growth... PHOENIX-( BUSINESS WIRE )-Wealth.com, the modern planning platform for wealth management firms, today announced the launch of Wealth.com Tax Planning, a next-generation solution that unifies tax planning, estate strategy and execution workflows within a single platform for advisors. The announcement was made during the keynote address at Wealth.com's inaugural EstateCon, delivered to a sold-out in-person audience and more than 1,000 virtual attendees nationwide. As advisors navigate increasingl... 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