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
Sam Sudame
Senior Investment Manager
Jimmy Hreiki
Investment Associate
Julie Neitzel
Partner
SC
Santiago Castro
Partner
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation