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Michigan Business Beat | Ben Bakken, Tri-Star Trust Bank - Trusts, Succession & Legacy Strategies
Chris Holman welcomes back BENJAMIN A. BAKKEN, CFP®, CEPA®, Senior VP, Lansing Market Director, Tri-Star Trust Bank, Lansing, MI. Welcome back Ben, remind the Michigan business community about Tri-Star Trust Bank? Tri-Star emphasizes highly personalized wealth management and trust administration—how does that bespoke approach benefit business owners preparing for succession or sale? Tri-Star serves as corporate or successor trustee—what are the advantages of naming a trust bank versus an individual when planning a business succession? Successful succession involves alignment across financial…
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