Loading profile…
Loading profile…
Joseph Kellogg · Miami, Florida, United States.
Direct contact
1 verified contact method on file — work email. Masked until you unlock.
Free account, no card required. Your first unlock is on us.
Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Joseph Kellogg is listed as Partner, Wealth Planning Executive at WE Family Offices.
Experience
Head of Wealth PlanningCurrent
WE Family Offices · Miami, Florida
May 2013 – Present
With a team of multi-disciplinary professionals, WE Family Offices supports and serves the needs of high net worth families, focusing on investments, planning, reporting, financial administration, and family education and governance.
Senior Vice President, Private Wealth Solutions
HSBC · Miami/Fort Lauderdale Area
Jul 2012 – May 2013
As senior wealth planner in Miami, worked with HSBC private banking teams as well as third party legal advisors to develop and implement HSBC Trust fiduciary solutions for ultra-high net worth clients, including cross border families.
Education
Skills