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Joseph Kellogg

Head of Wealth Planning

WE Family Offices

United States, Florida, Miami

About Me

Joseph Kellogg works with families to make informed decisions for their wealth enterprise. As partner of WE Family Offices, he works with clients to identify their unique objectives and challenges and to implement a comprehensive planning strategy in coordination with their estate and tax planning professionals. Prior to working with the multi-family office, Joseph provided wealth-planning services for international private clients of UBS AG (Miami) and of HSBC Private Bank (Miami). In 2002, he opened and managed the Miami representative office for the Amicorp Group providing corporate and fiduciary structures to both corporate and private clients. From 1997 to 2002, Joseph worked with th

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Profile Information

Head of Wealth Planning

WE Family Offices

Investment Team

Investor

Multi-Family Office

Miami

Florida

United States

Aug 7, 2024

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