Insights

Insights by Brian Lucareli

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 the host of our highly successful Ten-Minute Interview Series, a monthly series of short video recordings on topics of interest to family office executives 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 industries, most recently leading the wealth management division for a fifth-generation financial services holding company.