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.
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.
As the head of the Family Office Services, she leads the groups strategic direction, fosters departmental growth, and oversees the training and development of team members.
“We are thrilled to welcome Paige to ORBA. With her extensive experience in estate, tax, and charitable planning for businesses and high-net-worth individuals, she will provide outstanding leadership within our Family Office Services,” said Joseph A. Odzer, CPA, MST, Managing Director of ORBA. “Paige is recognized as a results-driven leader who excels at developing strategies to reduce costs, improve quality, and cultivate high-performing teams.”
Paige holds an LLM in Taxation from the University of Alabama; a J.D. with a concentration in Business Transactions from the University of Tennessee; and a Bachelor of Science in Criminal Justice and Psychology from Saint Joseph’s College.
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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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