STEP Journal

Evolution in action

Joseph Kellogg, March 2015

Joseph Kellogg TEP is the Wealth Planning Executive for WE Family Offices and Treasurer of the STEP USA Board of Directors

Summary:

Joseph Kellogg contemplates the need for ‘cross-shore’ wealth services.

We hear much speculation these days about the future of the offshore industry. I believe wealthy families will continue to invest their wealth across borders, and that this trend will drive a growing need for ‘cross-shore’ wealth services.

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