America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 29
2026 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES
MEMBERS
TRUST
COMPANY
Ken Lako
Chief Executive
Officer
Members Trust Company
14055 Riveredge Dr, Ste 525, Tampa, FL 33637
www.memberstrust.com
Members Trust Company is the nation’s first chartered trust & investment management company, completely owned by credit unions. Our
goals, values, and passion lie in exceptional service, with deep roots
going back nearly 40 years.
Members Trust has the full breadth of capabilities expected from large
national firms, but we deliver a bespoke service experience and relationship that clients crave from a local boutique.
Why Members Trust?
We are different because:
• Our accessibility to clients often overlooked by large trust companies.
• Our ability to make the complex simple, including trust & estate issues,
special needs trusts, and specialty assets.
At Members Trust Company,
we are a trusted resource for
financial advisors and credit
unions seeking to expand
their client offerings and
address diverse trust and
estate planning needs. By
providing innovative trustee
solutions, comprehensive
education, and thought
leadership, we empower our
partners to deliver unparalleled value to their clients
and members.
Today, MTC is stronger
than ever—boasting an
experienced fiduciary
team, delivering in-market
education, and subject
matter expertise, focused on
deepening financial advisors’
client relationships. Our Main
Street Values & Wall Street
Expertise are embodied
in every innovation we
deliver, our commitment to
exemplary service, and our
collaborative partnerships.
The true strength of MTC
lies in our people. Their commitment and professionalism
have driven us to develop
strategic initiatives and products that meet the dynamic
needs of our clients. As we
look to 2025, I am more confident than ever in our ability
to create meaningful impact
and exceed expectations.
• Our credentialed team of JDs, LLMs, CFAs, CFPs, CTFAs and their
depth of experience and sophistication dedicated to helping clients
achieve their goals.
• We are people-centric and believe our partners and clients deserve to
be treated with dignity and respect.
Trust & Estate Services
We empower our partners to grow their trust and wealth management
business through our innovative products and solutions, unwavering
commitment to service, and unparalleled industry expertise, all focused
on helping every client realize their financial aspirations.
• Corporate Trustee
• Executor/Personal Representative
• Guardian/Conservator
• Co-Trustee
• Agent for Trustee
• Special Needs Trusts
Experience the peak of trust and investment management with MTC,
the premier nationally chartered company exclusively owned by credit
unions.
Our unwavering commitment to service and unparalleled industry expertise are all centered on helping every client realize their financial aspirations.
STR AT E G I C F E AT U R E S
ESTATE PLANNING FOR
BLENDED FAMILIES
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
RETIREMENT ASSET
ESTATE PLANNING
FOUNDATIONAL ESTATE
PLANNING
SPECIAL NEEDS TRUST
FORMATION
29
New business contact:
Jason P. Liu
Chief Growth Officer
Phone: (360) 342-4663 Direct
Email: Jason.Liu@MembersTrust.com
Website: memberstrust.com
CONTACT
States chartered/licensed
in: Federal Thrift, National
Charter
Average account size:
$500,000
Total AUA: $4 billion
Custodians supported:
Fidelity, Schwab, SEI, AssetMark, Merrill Lynch with ability
to initiate additional custodians as required.
Number of relationships
with advisors: MTC has a
relationship with a wide range
of advisors with access to
thousands of advisors across
multiple platform providers
and broker-dealers.
Fees
Directed Trusts:
0.45% – first $2M
0.35% – next $3M
0.30% – next $5M
0.20% – over $10M
Delegated Trusts: Additional
0.05% added at each tier
Annual minimum fee: $5,000
Number of in-house experts: 11
Trust accounting system:
TrustDesk, FIS trust accounting system
Supports directed trusts: Yes
Supports delegated trusts: Yes
Typical timeframe for acceptance of new trust: 1–3
days upon receipt of required
information
Marketing support includes:
Educational material on Estate Planning and Investments
to supplement advisor’s role.
