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

Joseph Kellogg
Head of Wealth Planning
WE Family Offices
United States, Florida, Miami
About Me
Profile Information
Head of Wealth Planning
WE Family Offices
Investment Team
Investor
Multi-Family Office
Miami
Florida
United States
Aug 7, 2024
More profiles to browse
Maria Elena Lagomasino
CEO and Managing Partner
SC
Santiago Castro
Partner

Santiago Ulloa
Founder & Managing Partner
Matt Farrell
Deputy Chief Investment Officer
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc