Curated News
By: NewsRamp Editorial Staff
October 28, 2026
REALM Global to Write Luxury Advisory's Trust Standard
TLDR
- REALM Global's invitation-only network of 600 top advisors offers a competitive edge through $10 billion in annual referrals and a standard-setting book.
- REALM Global will convene twelve councils of 250 experts in May 2027 to write 'The Age of the Trusted,' a guide defining luxury advisory standards.
- REALM Global's 'The Age of the Trusted' aims to restore trust in wealth transfer, ensuring families receive discerning, discreet guidance for generations.
- REALM Global's 2027 Collective will produce a book on trusted luxury advisory, addressing the $124 trillion wealth transfer and trust gap.
Impact - Why it Matters
This news matters because the largest wealth transfer in history is underway, and families are increasingly asking who they can trust, not who can sell. With $124 trillion set to change hands through 2048 and ultra-wealthy ranks swelling, the advisory profession has lacked a shared standard for serving the family itself across generations and borders. By convening the world’s most prolific luxury advisors alongside family office principals and wealth managers, REALM is attempting to codify trust, discernment, and discretion into a published guide that advisors can use immediately and families can rely on. For high-net-worth individuals, it promises clearer expectations from the advisors they trust; for advisors, a standard worth rising to; for gatekeepers, a shared language for serving families as one team. The effort could raise the entire profession at a moment when only 17% of high-net-worth individuals call their advisory experience seamless and personalized. It also signals that influence in luxury real estate is shifting from listings and rankings toward judgment and relationship—an intangible that technology cannot replicate. The book’s publication and the annual renewal of the Collective will be worth watching as a bellwether for how private wealth is advised in the decades ahead.
Summary
In May 2027, REALM® Global will convene 200 of the world’s most prolific luxury real estate advisors and 50 capital gatekeepers at the Four Seasons Hotel Austin to write The Age of the Trusted (working title), a definitive guide to luxury advisory intended for publication with Greenleaf Book Group. The invitation-only, brand-agnostic network announced the project from Jackson Hole, Wyoming, positioning the book as the profession’s first shared standard for advising families across generations, borders, and asset classes. Twelve councils will meet behind closed doors during the REALM Global Collective, May 17–19, 2027, each tackling a wealth cohort—founders, generational families, the newly minted, family offices, and more—and every chapter will close with practices an advisor can apply immediately.
The initiative arrives as the Great Handover accelerates. Cerulli projects $124 trillion will change hands through 2048, with $62 trillion from high- and ultra-high-net-worth households. The ultra-wealthy population has never been larger or more global, yet only 17% of high-net-worth individuals describe their advisory experience as seamless and personalized, according to Capgemini. REALM argues that information is free but trust is priceless—and that discernment, discretion, and judgment cannot be downloaded. Founder and CEO Julie Faupel frames the book as a commitment to put the profession’s best self in writing and establish a new standard of excellence.
REALM’s roughly 600 members across 23 countries and 150+ brokerage brands close more than $50 billion annually at an average sale price of $2.5 million. Nearly one in three members appear on RealTrends Verified rankings, and the network’s Wealth Intelligence Hub spans more than 220,000 verified clients with an average net worth of $28.9 million. The 2025 Global Collective earned a Net Promoter Score of +84, with 92.3% of attendees very likely to return. The book is written for three readers—the advisor, the family, and the gatekeeper—and REALM is now welcoming select partners and sponsors to join the 2027 Collective. Inquiries go to Mabel Lam at [email protected].
Source Statement
This curated news summary relied on content distributed by Keycrew.co. Read the original source here, REALM Global to Write Luxury Advisory's Trust Standard
