RPM Advisory Group was created for a simple reason: families deserve a family office that feels steady, private, and genuinely supportive—no matter how complex life becomes.
We advise principals and their teams through the moments that define an office: building it for the first time, strengthening it as it grows, or recalibrating it through transition.
Our work starts by listening and getting clear on what matters most—what you’re trying to protect, preserve, or evolve. From there, we translate priorities into a practical roadmap: the right roles, the right operating cadence, clear ownership, and documentation that supports continuity in both support and service.
RPM is advisory by design.
We work alongside existing teams and external advisors, bringing an operator’s perspective while staying focused on what is most useful: helping you make confident decisions, strengthening how work gets done, and ensuring continuity of services when people or circumstances change.
The RPM team draws on decades of experience in ultra-high-net-worth environments and a global network of trusted specialists—resources we can bring forward as needed. Whether the need is operational, personal, or legacy-related, our goal is the same: thoughtful guidance, high standards, and an experience that protects privacy while raising the bar over time.
Discreet
We approach sensitive environments with confidentiality, restraint, and trust.
Practical
Clear roadmaps, strong operating discipline, and follow-through.
Collaborative
We complement your internal team and coordinate closely with your advisors.
Built for continuity
Processes and handoffs that hold up when people or circumstances change.
Future-ready
Designs that can expand or contract with the family and the office—without unnecessary complexity.
Our People
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Raymond P. Maas
FOUNDER
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Valerie Morones
PARTNER
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Rachel Taungakava
PARTNER
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