Joseph C. Kellogg, LL.M. (Tax), CFP®, TEP
Partner, Wealth Planning Executive
Joseph Kellogg has been working with wealthy families for more than 15 years. As wealth planning executive for WE Family Offices, he works with clients to identify their unique objectives and challenges so that they may implement a comprehensive planning strategy with their estate and tax planning professionals for their wealth enterprise. He is a nationally-recognized expert in the wealth planning industry, and works to provide clients with the information they need to make informed decisions about their wealth.
Previously, 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 the Citco Group of companies and was based in Curacao, Netherlands Antilles and later in the British Virgin Islands. He currently serves as chairman of the Miami branch of STEP (Society of Trust & Estate Practitioners).
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 one-year master in law program at the Escuela Libre de Derecho in Mexico, D.F. He is fluent in Spanish.