A man in a dark pinstripe suit and light blue tie stands smiling in a blurred law offices hallway background.

Brian L. Lucareli

Director of Foley Private Client Services

Brian L. Lucareli

Director of Foley Private Client Services

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.

Representative Experience

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 US$100m family office and a separate US$115m trust relationship. In addition, Brian counsels on the development and implantation of Investment Policy Statements (IPS) within complex client trust relationships.

Awards and Recognition

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.

Community Involvement

  • Member, Board of Directors for a Wyoming Private Trust Company
  • Member, Board of Directors of an Ohio Single Family Office
  • Member, Investment Sub-Committee, Children’s Hospital Wisconsin & Health System
  • Member, Endowment Committee, Boys and Girls Club of Greater Milwaukee
  • Member, Investment Committee, Racine Community Foundation
  • Board of Directors, Investment Committee, Catholic Community Foundation
November 6, 2025 Video

Ten Minute Interview: Investment Professionals and Family Offices

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Evan Stone, partner and member of our Fund Formation and Investment Management group, for a 10-minute interview to discuss the relationship between investment professionals and family offices. During this session, Evan shares insights into typical family office structures, operational challenges, and the regulatory implications when a family office fails to maintain its independence and acts as a commercial advisor.
October 1, 2025 Video

Ten Minute Interview: Unique Insurance Considerations for High Net Worth Individuals

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Ethan Lenz, partner and former chair of our Insurance practice, for a 10-minute interview to discuss unique insurance considerations for high net worth individuals and family offices. During the session, Ethan provided an overview of the type of insurance high net worth individuals and family offices should consider and the associated risks. He also touched on the insurance considerations for family office portfolio companies and investments.
August 14, 2025 Video

Ten Minute Interview: Program-Related Investments

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Jason Kohout, partner and fellow co-chair, for a 10-minute interview to discuss the One Big Beautiful Bill Act (OBBBA). During this session, Jason focused on the estate gift tax exemptions and other planning opportunities.
July 15, 2025 Video

Ten Minute Interview: The Big Beautiful Bill Unpacked — Risks, Moves, and Opportunities

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Jason Kohout, partner and fellow co-chair, for a 10-minute interview to discuss the One Big Beautiful Bill Act (OBBBA). During this session, Jason focused on the estate gift tax exemptions and other planning opportunities.
May 12, 2025 Video

Ten Minute Interview: Structuring Venture Investments for Family Offices

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Mark Mallery, senior counsel and member of Foley’s Transactions group, for a 10-minute interview to discuss how to structure venture investments for family offices.
April 16, 2025 Video

Ten Minute Interview: Bridging M&A Valuation Gaps with Earnouts and Rollovers

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Arthur Vorbrodt, senior counsel and member of Foley’s Transactions group, for a 10-minute interview to discuss bridging M&A valuation gaps with earnouts and rollovers.