Curated News
By: NewsRamp Editorial Staff
October 21, 2026
REALM's Minted White Paper Defines the New Wealthy
TLDR
- REALM's Minted white paper reveals 81% of next-gen inheritors plan to leave parents' wealth firms, giving early advisors a first-mover advantage.
- REALM's Minted maps four gates advisors must pass and nine practices to earn trust before a client's liquidity event.
- REALM's Minted helps advisors support newly wealthy clients through fast life changes, building trusted relationships that make transitions smoother.
- Global personal wealth rose 10.8% in 2025, creating nearly one million new millionaires, or more than 2,600 every day.
Impact - Why it Matters
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.
Summary
REALM, the invitation-only global network of luxury real estate advisors, has released a new white paper titled Minted: Who the New Wealthy Are, and What They Expect, authored by Founder and CEO Julie Faupel. The paper examines the fastest-growing class of wealth in nearly a decade, highlighting that global personal wealth rose 10.8% in 2025—the strongest year since 2017—with nearly one million new millionaires created and a record $297.8 billion passed to billionaire heirs in a single year. Minted argues that this new wealth is younger, faster, more liquid, more mobile, and more skeptical of inherited relationships, creating a fundamental mismatch with a luxury real estate industry built on brand, volume, and visibility.
Drawing on REALM’s membership intelligence and global wealth research, the paper identifies six key findings, including that new wealth arrives via liquidity events and often triggers major real estate decisions within months; that the new wealthy assemble portfolios of residences and citizenships rather than relocating; and that loyalty is no longer inherited—81% of next-generation inheritors plan to leave their parents’ wealth firms, and only 17% of HNWIs describe their advisory experience as seamless. The paper maps four gates every advisor must pass (introduction, verification, discretion, and intelligence) and outlines nine practices defining the advisor this generation requires, a figure REALM calls the Trusted. “Wealth has always been made. What has changed is the speed, and the shape of the people making it,” said Faupel. “The brand does not win this client. The advisor does.”
Minted is the opening chapter of a broader effort: the REALM Global Collective 2027, taking place May 17–19 at the Four Seasons Hotel Austin, will convene 250 invitation-only participants to produce positions on the first 90 days after a liquidity event. Those positions will shape REALM’s definitive guide to luxury advisory, to be published with Greentree Publishing. The white paper is available now at Minted – REALM Guide.
Source Statement
This curated news summary relied on content distributed by Keycrew.co. Read the original source here, REALM's Minted White Paper Defines the New Wealthy
