Gretchen Lucas

Managing Director Managing Director, Family Office Servcs Private Client Group Wealth Management & Trust San Francisco Bay Area

Gretchen Lucas has over eight years experience serving high net worth individuals and family groups. She works with successful multi-generational families and family offices with complex wealth and legacy needs to help them achieve their goals.

Previously, Gretchen served as a Tax Manager in the Private Client Advisors group at Deloitte Tax LLP and WTAS LLC. In this role, Gretchen served high net worth individuals and family groups meeting individual, trust, estate and gift tax consulting and compliance needs. Ms. Lucas has served as a tax advisor to several San Francisco Bay area high profile internet technology, private equity, venture capital, real estate and privately held company clients. Her experience includes estate and charitable planning and compliance; family business succession planning; trust planning and compliance; family succession planning involving conflict of laws and domiciliary status; family limited partnership and limited liability company advisory and compliance.

Gretchen earned a bachelor’s degree in Political Science from DePaul University, and a Juris Doctorate from California Western School of Law. She was admitted to the California Bar in 2004. She enjoys spending time with her husband, Brian, and son, Alexander, is an amateur baker specializing in dessert and volunteers for local animal shelters.