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Silver Bridge opens Berkeley office

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Silver Bridge, an independent wealth management firm, has opened a new office in Berkeley, CA adding to its reach in the Bay Area. As part of the expansion, Silver Bridge has also appointed Gretchen Lucas as Family Office Advisor. Lucas was most recently a Tax Manager in the Private Client Advisors Group at Deloitte Tax LLP.

“Northern California is an important market for Silver Bridge and we felt it was the right time to expand both our footprint and family office team locally,” says Steve Prostano (pictured), Chief Executive Officer of Silver Bridge.

At Deloitte Tax LLP and WTAS LLC, Lucas worked with high net worth individuals and family groups to meet their individual, trust, estate and gift tax consulting and compliance needs. Over the course of her tenured career, she has served as a tax advisor to several high profile Bay Area internet technology, private equity, venture capital, real estate and privately held company clients. Lucas is an attorney, a member of the California Bar Association and the Orange County Estate Planning Council.

“Gretchen’s experience in estate and charitable planning, advanced tax techniques and family business succession planning complements the depth of our growing wealth advisory team in the Bay Area. We believe she will be a great asset to our local family office practice,” says Martim de Arantes Oliveira, Regional Director for Silver Bridge’s West Coast Operations.

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