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.
Brian uses his unique investment knowledge and legal background to counsel partner trustees and clients on the selection and due diligence of investment manager/consultant firms. Most recently, Brian successfully led a formal investment manager/consultant search process for a $100MM family office and a separate $115MM trust relationship. In addition, Brian counsels on the development and implantation of Investment Policy Statements (IPS) within complex client trust relationships.
Brian was recognized earlier in his career as one of the nation’s Top Brokerage Program Managers by Bank Investment Consultant magazine. Brian has also previously authored numerous articles within the wealth management industry.