Joseph Kellogg is a partner of WE Family Offices in Miami, where 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 and of HSBC Private Bank. He is former Chair and Board Member of STEP Miami Branch and former Vice-Chair and Board Member of STEP USA. Currently, he is a Member of the Business Families Global Special Interest Group.
WE Family Offices