Brian L. Lucareli

Director of FOLEY Private Office

Overview

Brian L. Lucareli, Esq. is director of FOLEY Private Office with Foley & Lardner LLP. He is responsible for the strategic development of trust and wealth administration services, including the delivery of FOLEY Private Office, the firm’s multi-family office solution.

Prior to joining Foley, Brian was senior vice president and director with Johnson Bank Wealth, where he was responsible for establishing strategy and direction for the trust and fiduciary services business. He has focused his career exclusively in the financial services industry.

Recognition and Thought Leadership

Named as one of the nation's Top Brokerage Program Managers of the Year in 2008 and 2011 by Bank Investment Consultant magazine, Brian is frequently quoted and has authored numerous articles within the wealth management industry.

Education

Brian earned his law degree from Marquette University and holds a bachelor’s degree in economics from the University of Wisconsin-Madison.

Admissions and Professional Memberships

Brian is admitted to practice in Wisconsin and before the United States Eastern District of Wisconsin. He is also a member of the Wisconsin Bar Association and the American Bar Association.

Community Engagement

A lifelong resident of Racine, he has served on a number of local not-for-profit boards including the Children’s Hospital of Wisconsin and Health System Investment Subcommittee, and the Catholic Community Foundation board of directors. Most recently, Brian was appointed to the Racine Community Foundation Investment Committee and the Boys and Girls Club of Greater Milwaukee Endowment Committee.

Insights

Foley Family Office Series
17 September 2019
Milwaukee, WI