In this webinar, you will learn about the advantages of working with professionals from other disciplines to plan and implement effective stewardship strategies. Discover tax-wise planning options available to your clients to help keep their assets aligned with their values. We will cover powerful and proven strategies that provide greater legacy impact.
Adrian serves as the Chief Executive Officer of the Faithward Family of Companies and a trusted advisor to many client families and businesses. Adrian spends much of his time casting vision for Faithward, while also helping the team at Faithward develop and implement estate, charitable and other strategies for clients. Continual innovation and development are essential in our ever-changing environment, and Adrian relishes the opportunity to employ cutting-edge techniques and, when needed, anticipating change and improvising to create solutions.
Adrian earned his Juris Doctor from the James E. Beasley School of Law at Temple University and his Master of Business Administration from the Fox School of Business and Management at Temple University. He is licensed to practice law in Pennsylvania, New Jersey, Maryland, and New York.