Chris Holman welcomes back Benjamin Bakken, CFP®, CEPA®, Senior Vice President, Lansing Market Director of Tri-Star Trust Bank, Stadium District, Lansing, MI.
Watch Ben and Chris discuss insights on business succession, trust services, and legacy planning for Michigan owners in the YouTube video shared below!
In their conversation, Chris looks to find out from Ben;
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 planning, tax strategy, and fiduciary administration. How does Tri-Star coordinate these elements for smooth transitions?
Beyond just continuity, many owners want their businesses to thrive after they step down. What strategies does Tri-Star recommend to business owners to preserve legacy while empowering the next generation?
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