DEVELOPMENT ROADMAP

Building the Future

A four-phase journey to create the world's most comprehensive generational wealth technology ecosystem.

PHASE IIN PROGRESS

Foundation

Sovereign Infrastructure • Q1 2026 — Q3 2026

Establishing the core technological and legal infrastructure that powers the entire InheriTech ecosystem. This phase lays the foundation for every arm that follows.

MILESTONES5 / 6 completed

SovereignCode Doctrine

Core technology philosophy and governance framework defining how InheriTech builds, owns, and protects its intellectual property.

Dynasphere Platform

The central operating system connecting all 13 arms — a unified hub for trustees to manage trusts, access financial services, and communicate with advisors.

Trust Management Engine

Digital trust creation, document vault, beneficiary management, and succession planning tools.

Trustee Portal MVP

Secure login-protected dashboard for trustees with KYC verification, document management, and advisor messaging.

CRM & Investor Pipeline

Backend system for managing investor relationships, lead tracking, and partnership development.

Core Database Architecture

Scalable database schema supporting trusts, financial instruments, metal holdings, credit lines, and project collaboration.

OVERALL ECOSYSTEM PROGRESS

83%

Foundation

0%

Expansion

0%

Financial Layer

0%

Full Ecosystem

5 of 24 milestones completed