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, 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
07 May 2024 Video

Ten Minute Interview: SEC Enforcement for Family Offices

Brian Lucareli sits down with Bryan House for a 10-minute interview to discuss SEC enforcement for family offices.
10 April 2024 Video

Ten Minute Interview: Qualified Small Business Stock under Section 1202

Brian Lucareli sits down with Jordan Bergmann, senior counsel and member of our Tax group, for a 10-minute interview to discuss qualified business stock.
07 March 2024 Video

Ten Minute Interview: Inbound Investing

Brian Lucareli sits down with Ruben Diaz for a 10-minute interview to discuss inbound investing and top-of-mind issues when helping clients through the process of investing into the U.S. from Latin American countries.
12 February 2024 Video

Ten Minute Interview: IRS Enforcement

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Eric Pearson, partner and member of our Tax Controversy practice, for a 10-minute interview to discuss developments in IRS enforcement.
10 January 2024 Video

Ten Minute Interview: Aircraft Acquisition and Ownership

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Ben Rikkers, partner and member of our Transactions practice group, for a 10-minute interview to discuss aircraft acquisition and ownership.
12 December 2023 Viewpoints

Ten Minute Interview: Corporate Transparency Act

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with members of our Estate Planning group, James Howard, partner, and Stephanie Derks, associate, for a 10-minute interview to discuss the Corporate Transparency Act.