When it comes to trust management, most firms focus on compliance—Members Trust focuses on relationships.
In this episode of The RIA Podcast Episode 225, Seth Greene interviews Ken Lako, President and CEO of Members Trust Company, who is a leader in trust and fiduciary services. With over 25 years of experience in law, investment management, and trust administration, Ken shares how Members Trust focuses on both growth and compliance, helping clients build and maintain their legacies. From working with RIAs to offering personalized solutions, Members Trust is dedicated to ensuring that every trust is managed with integrity, precision, and care.Listen to this insightful RIA episode with Ken Lako about Partnering with RIAs: The Members Trust Advantage.
Here is what to expect on this week’s show:
Why compliance and legal risk management are now a major focus
The unique role Members Trust plays in helping RIAs with trust management
The difference between working with Members Trust vs. bank trustees
How Members Trust ensures a seamless, end-to-end trust management process
Why accessibility and service are core to the Members Trust philosophy
Connect with Ken:
Website: https://www.memberstrust.com/
YouTube: https://www.youtube.com/channel/UCgjXfViodT8mKi5Z_f9wQcg
Instagram: https://www.instagram.com/memberstrustcompany/
LinkedIn: https://www.linkedin.com/company/members-trust-company/
Facebook: https://www.facebook.com/memberstrustcompany/
