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Members Trust Company: A “Higher-Calling” Approach to Advisor Partnerships

Members Trust Company (MTC) redefines advisor partnerships with a “yes-first” approach to trust services. Led by CEO Ken Lako, MTC offers flexible account minimums starting at $500,000, direct access to leadership, and specialized solutions including special needs trusts. Backed by 46 nonprofit credit unions, the firm prioritizes long-term relationships over transactions, competitive pricing over margins, and experience over rigid products. MTC helps advisors navigate the great wealth transfer while protecting client relationships through death, disability, and divorce.