RBM Advisory Group

RBM Advisory Group (RBM Advisory) is a multi-family office based in New York City, New York. Established in 2016, the firm oversees the personal and financial interests of its clients. The firm provides trust and tax planning such as creating optimal holding structures for a diverse array of assets, monitoring and adapting to tax law changes in the US and tax domiciles and family governance; investment management such as portfolio construction, direct access to real estate projects and private hedge funds and implementation of risk management strategies; and personal attendant services like integrated personal and business-related networking and travel opportunities, US education opportunities, and corporate governance and management services. The assets and investments of the firm are under the administration of the executive management team.