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REALM's Minted White Paper Defines the New Wealthy

REALM's Minted white paper reveals the new wealthy: younger, more liquid, skeptical of brands. Learn the six findings and what advisors must do to earn trust.

The rise of newly minted wealth—younger, more liquid, and more skeptical of inherited relationships—fundamentally reshapes how luxury real estate advisors must earn trust. With 81% of next-generation inheritors planning to leave their parents’ wealth firms and only 17% of HNWIs describing their advisory experience as seamless, the old playbook of brand, volume, and visibility is failing. Advisors who adapt by getting present before the liquidity event, leading with intelligence, and becoming truly referable will capture a disproportionate share of the largest intergenerational wealth transfer in history. For anyone serving ultra-high-net-worth clients, understanding these shifts is no longer optional—it is the price of relevance.