Susan K. Lucas

Client Partner and Chief Operating Officer

Susan works with business-owning families and families with multi-generational wealth on matters of governance, strategy, and organizational sustainability. In addition, Susan leads business operations for Wealth Strategist Partners. Previously, Susan was on the senior team at Talisman Management, a London-based private equity firm, and led the consulting practice at B2P (Chicago). Earlier in her career, she worked as a strategy consultant at the Boston Consulting Group and at Bain and Company, doing corporate strategy work for Fortune 500 companies in the US and Europe.

Susan is a Trustee of Wellesley College, where she has served on the Investment Committee and currently serves on the Audit and Campus/Finance committees, and is immediate past co-chair of the Board of Legacy Charter School.

Susan graduated cum laude with a degree in economics from Wellesley College and received an M.A. from the University of Chicago.

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