NEWS RELEASE | JULY 7, 2026
Meaden & Moore recently welcomed clients and guests to The Hidden Risks to
Held at Michael Angelo's Winery in Richfield, Ohio, the event brought together professionals from Meaden & Moore, Calfee, and Marsh McLennan Agency for an engaging discussion on protecting family wealth through proactive planning and collaboration.
The evening began with welcome remarks from Jim Rollins, CEO of Meaden & Moore, who introduced the program and emphasized the value of bringing together trusted advisors from multiple disciplines to help families navigate today's increasingly complex financial landscape.
The panel featured:
Together, the panelists shared practical insights on estate and succession planning, tax-efficient wealth transfer strategies, insurance risk management, and the importance of coordinating legal, tax, and insurance planning to help preserve family wealth across generations. Throughout the discussion, attendees engaged with the panel through thoughtful questions and real-world scenarios, creating an interactive and informative conversation.
The event also provided valuable networking opportunities, allowing attendees to connect with fellow business owners, executives, and advisors before the roundtable discussion.
"We're grateful to everyone who joined us for this event and contributed to the discussion," said Jim Rollins. "Bringing together professionals with different areas of expertise helps provide a more complete perspective on the challenges families face and reinforces the value of proactive, collaborative planning."
Meaden & Moore extends its appreciation to Calfee and Marsh McLennan Agency for partnering on this event and helping make it a success.
If you would like to learn more about the topics discussed or speak with one of our professionals about protecting your family's financial future, contact Meaden & Moore today.