CHICAGO — ORBA, one of Chicago’s leading public accounting firms, is excited to announce the launch of its Family Office Services Group. This new service line offers comprehensive financial management tailored to the needs of high-net-worth families, accessing ORBA’s tax and accounting professionals to provide high-level services. These range from accounting and tax to estate planning, cash management and risk management. The Family Office Services team is dedicated to supporting a family’s legacy by working with families on general financial planning, overseeing philanthropic activities, and facilitating governance and succession planning, all with a focus on delivering personalized service that prioritizes a family’s best interests.
“ORBA is pleased to expand our offerings with this new service group, providing an additional resource for our current and prospective high-net-worth clients,” said Managing Director Joseph A. Odzer, CPA, MST. “Our Family Office Services team is committed to delivering tailored solutions that ensure comprehensive oversight of family assets, accurate financial recordkeeping and seamless coordination with other professional advisors.”
Kristen “Paige” Kirkland joins ORBA as the Head of Family Office Services. Paige brings more than ten years of experience working as a trusted advisor to many families. She is accredited as a Certified Financial Planner, attorney and licensed as a Series 65 Uniform Investment Adviser. Paige specializes in estate, tax and charitable planning. She works with both businesses and high-net-worth families to prepare and review estate, tax and financial plans. Her responsibilities include managing family assets, investments, properties and trusts; coordinating financial statements and tax returns; directing business and personal tax matters; providing document management; supervising bill paying and bookkeeping; conducting family meetings; supporting financial education for younger generations; assisting with charitable planning; and managing estate and gift planning.
ORBA’s Family Office Services Group also leverages cutting-edge technology to create new opportunities and optimize the management of family office affairs. By integrating advanced technologies into our services, we meet the sophisticated, tech-driven expectations of younger family members, enhancing our ability to manage daily financial activities, asset oversight and strategic planning with precision and efficiency.
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Ostrow Reisin Berk & Abrams, Ltd. (ORBA) is an independent, full-service accounting, tax and advisory firm located in Chicago, IL, Oak Brook, IL, and Salt Lake City, UT, serving privately held companies, individuals and not-for-profit organizations. ORBA’s Certified Public Accountants have experience with accounting and assurance, business advisory services, family office services, financial and estate planning, fraud investigation, tax, litigation support, and mergers and acquisitions. The firm is consistently ranked as a Top 200 Public Accounting Firm by INSIDE Public Accounting, one of the Top 100 Firms to Watch by Accounting Today, an America’s Best Tax and Accounting Firm by Forbes and a Top Workplace by Energage and The Chicago Tribune. It is an independent member of the BDO Alliance USA which provides further expertise to our team. For more information or to subscribe to our blogs, visit www.orba.com. Connect with us on LinkedIn, Facebook, Instagram and X.
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