Joseph Kellogg
Head of Wealth Planning, WE Family Offices
- Role
- Head of Wealth Planning at We Family Offices
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Joseph Kellogg
Joseph Kellogg is a partner at WE Family Offices where he serves as Head of Wealth Planning working with families to make informed decisions for their family wealth enterprise. Joseph assists families in identifying their objectives and the challenges within their unique circumstances. He coordinates with the families’ own 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. He participates with the Society of Trust & Estate Practitioners on Worldwide Council and is a recipient of the STEP Founder’s Award.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.
Experience
Head of Wealth Planning
May 2013 — Present · Miami, FL, US
With a team of multi-disciplinary professionals, WE Family Offices supports and serves the needs of high net worth families, focusing on investments, planning, reporting, financial administration, and family education and governance.
Education
American University Washington College of Law
Doctor of Law (J.D.)
1991 — 1994
University of Miami School of Law
Master of Laws (LL.M.), Tax, Taxation
2008 — 2010
Creighton University
B.A., Political Science, Philosophy
1985 — 1990
Escuela Libre de Derecho
Post Graduate Course on International Business Law in Mexico
1994 — 1995
American University Washington College of Law
Doctor of Law - JD
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