K. Paige Kirkland, CFP®She | HerHead of Family Office Services Group
P 312.670.7444 | F 312.670.8301
Overview
Paige Kirkland is the Head of the firm’s Family Office Services Group. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who brings more than ten years of experience as a CFP and attorney specializing in estate, tax and charitable planning.
Paige works with high-net-worth families to prepare and review estate, tax and financial planning. She also manages family assets, investments, properties and trusts; coordinates financial statements and tax returns; directs business and personal tax matters; provides document management; supervises bill paying and bookkeeping; conducts family meetings; supports financial education for younger generations; assists with charitable planning; and manages estate and gift planning.
As the head of the Family Office Services Group, she leads the groups strategic direction, fosters departmental growth, and oversees the training and development of team members.
Overview
Paige Kirkland is the Head of the firm’s Family Office Services Group. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who brings more than ten years of experience as a CFP and attorney specializing in estate, tax and charitable planning.
Paige works with high-net-worth families to prepare and review estate, tax and financial planning. She also manages family assets, investments, properties and trusts; coordinates financial statements and tax returns; directs business and personal tax matters; provides document management; supervises bill paying and bookkeeping; conducts family meetings; supports financial education for younger generations; assists with charitable planning; and manages estate and gift planning.
As the head of the Family Office Services Group, she leads the groups strategic direction, fosters departmental growth, and oversees the training and development of team members.
Proactive
Paige believes in an approach where she is able to work collaboratively with her clients’ financial and legal professionals to ensure client goals are met and exceeded. She excels at establishing and maintaining close relationships with her clients and their families and fosters an environment aligned with family values. She is responsible for structuring and developing the firm’s Family Office Group.
Outside of the Office
Outside of the office Paige spends time with her two (human) children and ten dogs. She is an avid bookworm and loves to spend time in the sunny outdoors.
Certifications & Licenses
- Certified Financial Planner (CFP)
Honors & Awards
- Chicago Chapter Accounting Scholarship, TEI
- Honors College at UIC
Education
- LL.M., Taxation, University of Alabama
- J.D., Concentration in Business Transactions, University of Tennessee
- B.S., Criminal Justice and Psychology, Saint Joseph's College
News
ORBA Launches Family Office Services Group
CHICAGO — ORBA, one of Chicago’s leading public accounting firms, is excited to announce the launch of its Family Office Services Group.
ORBA Welcomes Paige Kirkland as Senior Manager of Family Office Services
CHICAGO — ORBA, one of Chicago’s largest public accounting firms, is pleased to announce that Kristen “Paige” Kirkland, has joined the firm as Senior Manager and head of its Family Office Services.
