High Net Worth Guide 2026 : Ohio
Ranked Individuals
Provided by Schneider Bell
At Schneider Bell, we stand at the intersection of tradition and innovation, blending over 150 years of trust and estate expertise with forward-thinking strategies. Our rich history, rooted in Cleveland and Northeast Ohio, reflects the vision of our founders and partners, who laid the groundwork for the modern solutions we offer today. As we look toward the future, we’re committed to helping you secure your legacy for generations to come. By working closely with clients and their other professional advisors, we design personalized estate plans and trusts that achieve long-term goals while maintaining the flexibility to adapt to life’s unexpected changes. Our approach maximizes the value of your estate, ensures tax efficiencies, simplifies administration and preserves wealth for you and your beneficiaries.
The firm is proud to have seven attorneys who are Fellows in the prestigious American College of Trust and Estate Counsel (ACTEC).
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Schneider Bell advises wealthy families and individuals on tax, trusts and estates matters. Its attorneys have expertise in asset protection, charitable planning, family foundation and probate issues, among others.
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I have a high level of respect for the attorneys at Schneider Bell. They are intelligent, kind and reasonable in their approach. I welcome their partnership on client relationships.
I have a very high opinion of Schneider Bell. They are leaders in the profession. They are very thoughtful and very supportive of the trust and estate practice in Ohio. They represent their clients very well, and their people are very likeable.
Schneider Bell has a well-versed team with diverse backgrounds for counselling all types of situations that arise, including a fiduciary litigation team. They have a wonderful level of attention to detail and are very responsive to our questions and need for counsel.
The attorneys at Schneider Bell have outstanding expertise and experience.
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Elizabeth Monihan handles the full suite of wealth planning matters for private clients.
I think the world of Lisa Monihan. She is an incredible person. To me, she is the most respected in the State for trusts and estate work.
Lisa Monihan is amazing on all trust and estate work. She can work with clients at various levels of sophistication.
Lisa is one of my main points of contacts at Schneider Bell. She offers top-of-the-line advice and service, and she is very practical in her solutions. I have had very good outcomes after working with Lisa and her team.
I am very familiar with Lisa Monihan. I think she is an excellent practitioner.
Lisa Monihan is probably the best estate planning lawyer in Ohio currently. She is a well-rounded, intellectually brilliant and wonderful professional. She is a true leader.
Jennifer Savage is a strong advocate for her clients.
Jennifer Savage is an experienced peer.
Kyle Gee is a partner in Schneider Bell's trusts and estates practice group. Gee has a busy practice advising wealthy clients on tax planning, structuring, asset protection and trust matters. Clients and market sources alike have high regard for Gee.
Kyle Gee goes out of his way to help.
Kyle Gee has wonderful ideas on how to handle private trusts and he was all over the estate planning of wealth transfers.
Kyle Gee is an outstanding attorney who is operating at a high level.
Kyle Gee's expertise in tax is probably the key piece that we rely on him for. He is very good and can handle complex matters.
Charles Adler is an expert on trust and estate matters. He advises business owners and affluent families on estate planning and business succession planning issues.
I have been very happy to have worked with Chuck for many years and would recommend him highly.
Chuck Adler is a wonderful attorney who provides great care to clients and partners.
Private Wealth Law
Private Wealth Law
Private Wealth Law
Private Wealth Law
Provided by Schneider Bell
J. Talbot Young, Jr.
Veronica Garofoli
Jamie McHenry
James Bright
James Vail
Joseph Gibbons
J. Paul Fidler
Ashton Bizzarri
David Lenz
Justin Stark
Head of Department
Claire Robenalt
Jennifer Eschedor
John Slivka
Anna Meredith
Angela Ferneding
Sarah Baley
Kyle Gee
View profile of Kyle GeeCharles Adler
View profile of Charles AdlerJennifer A Savage
View profile of Jennifer A SavageElizabeth Monihan
View profile of Elizabeth Monihan
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