About
Hi, I'm Brian Lamb
I love building 0 to 1 products in regulated industries. I’ve spent the last 10 years in legal tech at the intersection of estate and tax planning, helping families leave a legacy and keep more of what they’ve earned. With broad experience in business strategy, design, engineering, product management, and operations, I excel at working in ambiguity, launching new lines of business, and optimizing product-market fit.
Currently
Founder and CEO at Promissory
Promissory creates new opportunities for wealth by enabling founders and investors to earn more when they sell their business with advanced estate planning and tax strategies. We offer complete QSBS stacking solutions including legal documents, trust custody, valuation, and attorney review for a fraction of the cost of traditional options.
Previously
Chief Strategy Officer at Trust & Will
Trust & Will enables every family to leave their legacy with a fast, easy, and secure way to create and manage their estate plan online. Since 2017, we’ve helped over 1M families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible.
As Chief Strategy Officer I was responsible for defining broader company vision, strategies, and priorities to win in both D2C and B2B2C categories. I led a team of ~40 product, design, and engineering leaders responsible for delivering and scaling multiple products generating tens of millions in annual revenue and 1M happy customers.
Co-founder, Head of Product at Trust & Will
I defined and built the product from the ground up, leading and building teams in Product, Design and Engineering. I scaled both the product and the business through rapid experimentation building an innovative product that defined and grew the online estate planning category.
Techstars Anywhere Class of 2018.
Let's talk
I’m always interested in hearing from ambitious founders and investors. Drop me a note and let’s talk.