Multi-Family OfficeRIA · CRD 155124SEC-Registered

Updated:

RMG Advisory Services

RMG Advisory Services is an SEC-registered investment adviser in Jackson, MI. The firm manages approximately $24 million in regulatory assets.

RMG Advisory Services

RMG Advisory Services is an SEC-registered investment adviser in Jackson, MI. The firm manages approximately $24 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

2013

Location

Region

North America

Country

United States

City

Jackson

Corporate office

Miami, FL, United States

Principals

Rafael Martinez-Gomez

Founder & Managing Partner

Sector focus

Real EstatePrivate CreditFinTechDigital Health

Frequently asked questions

Who makes investment decisions at RMG Advisory Services?

Rafael Martinez-Gomez, the founder and managing partner, maintains direct oversight of all investment committee decisions and manager selection. The firm operates with a centralized governance structure where Martinez-Gomez personally leads deal evaluation, asset allocation, and portfolio construction for each client family. This reflects the firm's lean advisory model rather than a large institutional committee-based approach.

Is RMG structured as a single family office or a multi-family office?

RMG Advisory Services is structured as a multi-family office serving a concentrated group of ultra-high-net-worth families, primarily from Latin America. Unlike aggregator platforms that pool hundreds of families, RMG maintains individualized portfolio construction for each client, functioning more as an outsourced family CFO than a standardized fund-of-funds manager.

What investment types does RMG allocate to on behalf of families?

The firm allocates across a narrow set of alternative asset classes, including direct real estate acquisitions focused on income-producing multifamily and industrial assets in Sun Belt growth markets, private credit origination through regional banking partnerships, and venture capital primarily via fund commitments and selective direct co-investments alongside established venture managers in the US.

Which regions does RMG source from and invest in?

RMG sources capital primarily from Latin American families based in Mexico, Colombia, and Brazil, deploying that capital predominantly into US markets. Investment real estate concentrates in Florida, Texas, and the broader Southeast, while venture and credit allocations target national US opportunities. The firm operates from a single office in Miami, which serves as the hub for cross-border coordination.

Does RMG offer services beyond investment management?

Yes. Beyond core investment allocation, RMG provides family office formation consulting for first-generation entrepreneurs establishing their wealth management infrastructure, as well as dual-country tax and estate planning coordination for families navigating cross-border wealth corridors between the US and Latin America. This advisory layer is a core differentiator from investment-only firms.

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