Joseph Kellogg

Partner, Head of Wealth Planning at WE Family Offices

Speaker

Joseph Kellogg is a partner at WE Family Offices and Head of Wealth Planning where he supports families to make informed decisions for their wealth enterprise structures. In this role, he assists families to identify their objectives and challenges within the context of their unique circumstances and he coordinates with the families’ outside legal, tax and trust professionals to formulate and implement a comprehensive strategy.

Prior to his role with the multi-family office, Joseph provided wealth-planning services for the 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 delivering corporate and fiduciary services to both corporate and private clients. From 1997 to 2002, Joseph worked with the Citco Group of companies based in Curacao and in the British Virgin Islands. Joseph is an attorney licensed in New York and Florida and received his J.D. from the American University in Washington, D.C., his LL.M. (Tax) from the University of Miami, and studied in a masters-in-law program at the Escuela Libre de Derecho in Mexico, D.F. He is fluent in Spanish.

Joseph currently serves on STEP Worldwide Council. Formerly, he has served on the STEP Miami Branch and STEP USA. He is a recipient of the STEP Founder’s Award.