ANGELIQUE LUND, JD, CPA

SENIOR DIRECTOR, TAX, FAMILY OFFICE

As Senior Director, Tax, Family Office, Angelique develops tax reduction and estate planning strategies for corporate executives and retirees. Her main area of focus is simplifying complex scenarios while maximizing after-tax cash flows. Angelique holds a BS in Accounting and Finance from Iowa State University, a JD from the University of Iowa College of Law, and is a Certified Public Accountant. Prior to joining The Mather Group, Angelique worked as an attorney at a private law firm where she advised clients on estate planning, estate and trust administration, and tax matters.