|“I pride myself on practicing and instilling in others a fiduciary mentality. It is my responsibility to earn and sustain the trust of our clients and I am dedicated to doing this through open and frequent communication, fervent integrity in all my actions and unparalleled client service.”|
About k. paige kirkland, JD, CFP®
Paige Kirkland is a Managing Director and Family Office Fellow at Oxford Financial Group, Ltd. Paige serves as a technical resource and subject matter expert in comprehensive wealth planning for the firm. Her principal responsibilities include applying her talent and experience to maximize wealth enhancement and strengthen the legal impacts of the ultra-high net worth families she serves. She is adept at navigating complex trust and entity designs and ensures each of the families she works with enjoys the benefits of a wealth MasterPlan.
Prior to joining Oxford, Paige was a Senior Advisor in the Family Office division of BKD, LLP. In that role she was responsible for guiding the most significant clients of the firm in complex tax, estate planning and wealth transfer strategies. She worked side by side with the client’s CPAs and attorneys to ensure a coordinated approach and efficient execution of all the outcomes each family desired.
Before BKD, Paige was a member of the legal department of the Trust Company of Knoxville, a multi-billion dollar trust company offering a full line of financial services.
In addition to working with the General Counsel, her experience was in the creation of trusts, planning and estate account documents on behalf of the firm. Her passion for working with individual clients and her unique experience and expertise in the complex details necessary in the creation of these instruments serves her families well.
Paige earned her Doctor of Jurisprudence, Magna Cum Laude, from the University of Tennessee College of Law. Additionally, she has her Bachelor of Science from St. Joseph’s College in Psychology and Criminal Justice.
Paige lives south of Indianapolis with her husband, two children and eight dogs. She is an avid animal advocate and enjoys golf & reading.