#United States #Tampa #Members Trust #Family Wealth Report #Ken Lako

Members Trust Company Named Finalist in 2025 Family Wealth Report Awards

Members Trust Company (MTC), a well-respected national trust and investment firm, has made headlines by being named a finalist in the esteemed Twelfth Annual Family Wealth Report Awards 2025. This recognition, particularly in the Diversity in Wealth Management (Company) category, underscores MTC's unwavering commitment to promoting diversity and excellence within the wealth management industry.

Noteworthy Recognition by Industry Peers

On May 27, 2025, the Tampa-based company announced its selection, which represents a significant achievement among numerous high-performing firms in the financial sector. The Family Wealth Report Awards, which are presented by ClearView Financial Media, recognize outstanding contributions across various categories in family office, wealth management, and advisory sectors throughout North America. According to Stephen Harris, CEO of ClearView Financial Media, “Every finalist has undergone a rigorous, independent judging process. This recognition showcases strategic clarity, external validation, and industry leadership.”

Ken Lako, MTC’s President and CEO, expressed pride in the company’s nomination. He stated, “Being named a finalist by the Family Wealth Report Awards reflects our ongoing dedication to meaningful diversity and inclusive leadership. At MTC, diversity is embedded in our culture, shaping how we deliver trusted investment and trust solutions with integrity and long-term impact.” This strong emphasis on inclusivity is not just a statement; it is a fundamental part of how MTC operates and connects with its clients.

Commitment to Tailored Financial Solutions

Members Trust Company specializes in fiduciary trust and investment management services catered to credit unions, registered investment advisors (RIAs), and private investors across the United States. MTC has set itself apart by providing personalized strategies that foster financial stewardship and ethical governance. As a firm owned by America’s credit unions, MTC caters to the nuanced financial requirements of credit union members and institutional investors alike. This ethos aligns seamlessly with the goals of the Family Wealth Report Awards, which aim to celebrate firms that are champions of diversity, innovation, and excellence in the financial arena.

As the firm looks toward the future, MTC remains focused on expanding its national reach and increasing assets under administration. There is a clear intent to support financial advisors nationwide by offering flexible trust solutions, which accommodate a range of client needs—both through directed and delegated trusts. This approach not only serves to meet the evolving demands of clients but also highlights MTC's adaptability in a rapidly changing financial landscape.

In addition to their award nomination, the company has made strides in fostering relationships within the financial community, further demonstrating their commitment to building a diverse and inclusive work environment. MTC acknowledges the essential role that diversity plays in fostering innovation and ensuring equitable financial solutions for all clients.

Conclusion

Members Trust Company continues to excel as a leading provider in the financial services industry, prioritizing a culture of diversity and commitment to exceptional service. Being recognized as a finalist in the Family Wealth Report Awards is a testament to MTC's efforts to shape the wealth management landscape positively. For MTC, this accolade is more than an award; it is a reflection of its core values and operational philosophy. As the financial sector evolves, MTC will undoubtedly play a pivotal role in driving change and enhancing the client experience through dedicated service and innovative strategies.