Industry Expertise

Practice Focus

Biography

Gretchen has been in the public accounting industry since 2004. She works closely with multi-generational families and family offices with complex wealth and legacy needs to help them achieve their financial and operational goals. Her focus with every client is to help simplify, organize, and centralize their personal and financial affairs to improve efficiencies and reduce costs.

Gretchen’s experience includes overseeing private investment accounting, capital call administration, and tax basis monitoring; acting as corporate secretary, family controller, or chief financial officer (depending on the client’s needs); and managing outsourced functions including risk management reviews, payroll services, tax preparation and planning, and other outsourced solutions.

Prior to joining Moss Adams, Gretchen held roles at wealth management, Big Four, and regional CPA firms, where she specialized in serving high net worth families and individuals.

Selected Publications

  • "Voices: Gretchen Lucas, on How Best to Work with Affluent Clients" (Wall Street Journal, September 2015)

Professional Affiliations

  • Member, State Bar of California

Education

  • BA, political science, DePaul University
  • JD, California Western School of Law