一名身着深色细条纹西装、打着浅蓝色领带的男子微笑着站在模糊的律师事务所走廊背景中。

布莱恩-卢卡雷利

Director of Foley Private Client Services

布莱恩-卢卡雷利

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.

代表经验

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.

奖项与表彰

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.

社区参与

  • 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
2025 年 11 月 6 日 视频

十分钟访谈:投资专业人士和家族办公室

富理达私人客户服务(PCS)总监兼家族办公室小组联席主席布莱恩-卢卡雷利(Brian Lucareli)与我们的基金组建和投资管理小组成员、合伙人埃文-斯通(Evan Stone)进行了10分钟的访谈,讨论投资专业人士与家族办公室之间的关系。在这一环节中,埃文分享了对典型家族办公室结构、运营挑战以及当家族办公室未能保持其独立性并充当商业顾问时的监管影响的见解。
2025 年 10 月 1 日 视频

十分钟访谈:高净值人士的独特保险考虑因素

富理达私人客户服务(PCS)总监兼家族办公室小组联席主席布莱恩-卢卡雷利(Brian Lucareli)与我们的合伙人兼保险业务前主席伊森-伦兹(Ethan Lenz)进行了一次 10 分钟的访谈,讨论高净值个人和家族办公室的独特保险考虑因素。在访谈中,Ethan 概述了高净值个人和家族办公室应考虑的保险类型及相关风险。他还谈到了家族办公室投资组合公司和投资的保险注意事项。
2025 年 8 月 14 日 视频

十分钟访谈:与计划有关的投资

富理达私人客户服务(PCS)总监兼家族办公室小组联席主席布莱恩-卢卡雷利(Brian Lucareli)与合伙人兼联席主席杰森-科胡特(Jason Kohout)进行了10分钟的访谈,讨论《美丽大法案》(OBBBA)。在这一环节中,Jason 重点讨论了遗产赠与免税额和其他规划机会。
2025 年 7 月 15 日 视频

十分钟访谈:解读美丽的大法案--风险、举措和机遇

富理达私人客户服务(PCS)总监兼家族办公室小组联席主席布莱恩-卢卡雷利(Brian Lucareli)与合伙人兼联席主席杰森-科胡特(Jason Kohout)进行了10分钟的访谈,讨论《美丽大法案》(OBBBA)。在这一环节中,Jason 重点讨论了遗产赠与免税额和其他规划机会。
2025 年 5 月 12 日 视频

十分钟访谈:为家族办公室构建风险投资结构

富理达私人客户服务部(PCS)总监兼家族办公室部联席主席布莱恩-卢卡雷利(Brian Lucareli)与富理达高级顾问兼交易部成员马克-马勒里(Mark Mallery)进行了一次 10 分钟的访谈,讨论如何为家族办公室构建风险投资结构。
2025 年 4 月 16 日 视频

十分钟访谈:用收益和滚动弥补并购估值差距

富理达私人客户服务部(PCS)总监兼家族办公室部联席主席布莱恩-卢卡雷利(Brian Lucareli)与富理达交易部成员、资深法律顾问亚瑟-沃布罗德(Arthur Vorbrodt)进行了一次 10 分钟的访谈,讨论如何通过收益补偿和展期弥补并购估值差距。