Joseph C. Kellogg has joined WE Family Offices in Miami as head of Wealth Planning, a position from which he will work hand in hand with the clients’ lawyers, the clients, and the company’s management, as he explained to Funds Society.
Kellogg's work will always be closely connected with that of the lawyers representing WE clients, he will also work closely with the company’s managers and clients as legal advice expert for wealth planning and management.
Kellogg, who comes from HSBC in Miami, sees this new phase as "an excellent opportunity to work with a group of highly experienced and reputed professionals." He added that in his new job as an advisor he can perform in a more flexible manner and without the conflict of interests he had experienced previously.
Kellogg, J. D., LL.M. (Tax), CFP, is an attorney licensed in New York and Florida. He previously provided wealth planning services to private banking clients of HSBC and of UBS AG in Miami. In 2002, Kellogg opened and managed the Miami representative office for the Amicorp Group, where he provided corporate and fiduciary structures both for businesses and individuals.
From 1997 to 2002, Kellogg worked for Citco Group from Curacao, Netherlands Antilles, and later in the British Virgin Islands. He is currently the president of the Miami Society of Trust and Estate Practitioners (STEP).
The new WE executive received his JD from the American University in Washington, his DC and his LL.M. (Tax) at the University of Miami and studied a Master’s degree of one year’s duration in the program of Legal Studies at the “Escuela Libre de Derecho” (Free School of Law) in Mexico City.
WE is a family office, with offices in Miami and New York, which serves clients Ultra High Net Worth clients (UHNW). The firm offers comprehensive management on fiscal and legal matters, family business governance and protocol, amongst others, as well as non-discretionary management.