Member Profile

Mr Joseph Kellogg TEP, Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

WE Family Offices
701 Brickell Avenue
Suite 2100
Miami
FL
33131
United States of America

E: joseph.kellogg@wefamilyoffices.com
T: +1 305 825 2225
Website: www.wefamilyoffices.com

Profession:
Estate Planner / Financial Planner
Practice Area:
Estate planning/administration, Family office, Trust planning/administration
STEP Qualifications:
STEP Advanced Certificate in Family Business Advising
Branch/Chapter:
STEP Miami
Committees:
Public Policy Committee, Business Families SIG Steering Committee
Special Interest Groups:
Business Families | Cross-Border Estates

Joseph Kellogg works with families to make informed decisions about their wealth planning. As partner with WE Family Offices, he works with clients to express the unique objectives and challenges of their wealth enterprise. Once identified, he works with the families' estate and tax planning professionals to implement a comprehensive planning strategy.
 
Prior to working with the multi-family office, 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, and later in the British Virgin Islands.

Joseph formerly served on the Boards of both STEP Miami Branch and STEP USA and has received the STEP Founder's Award. He currently serves on the Board of STEP Latam Conference and the STEP Business Families Global Special Interest Group.
 
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.