CoverProfile

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

View more

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

Profile Photo
Julie Neitzel
Partner
CN
Claudia Naffah
Partner and Advisor
DC
Damien Carenini
Chief Investment Officer
Profile Photo
Matt Farrell
Senior Investment Manager

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services