Brian L. Lucareli is the Director of Foley Private Client Services and co-chair of the Family Office Group within the firm. In his role, Brian is responsible for the strategic development and deployment of Private Client Services, the firm’s multibillion-dollar family office solution providing trust administration and wealth management services to the firm’s partner trustees and clients. Brian works closely with our partner trustees and clients, counseling on family office solutions, trust asset allocation strategies, and investment manager/consultant due diligence and selection. Brian also serves as a voting member on the firm’s Retirement Plans Committee and is a co-host and moderator for the highly successful Foley Family Office Series events presented regionally within the firm to family office executive clients and prospective family office clients. Prior to joining Foley & Lardner LLP, Brian spent the bulk of his career in the financial services and family office industry, most recently leading the wealth management division for a fifth generation financial services holding company.
Articles in the National Law Review database by Brian L. Lucareli