REALM Global, the invitation-only network of luxury real estate advisors, has announced plans to publish The Age of the Trusted (working title), a guide to luxury advisory it intends to produce with Greenleaf Book Group. The book will not carry a single author. Instead, twelve councils will convene behind closed doors at the REALM Global Collective, scheduled for May 17–19, 2027, at the Four Seasons Hotel Austin, where 200 senior advisors and 50 capital gatekeepers are expected to write its chapters.
The announcement lands at a moment of enormous wealth transfer. Cerulli Associates projects $124 trillion will change hands through 2048, half of it from the 2% of households that are high- and ultra-high-net-worth, according to Cerulli Associates. The population of the ultra-wealthy is also expanding quickly: 556,850 individuals now hold $30 million or more, up 14.4% in a single year, and Altrata expects 746,570 by 2030.
Yet advisory experience lags. Only 17% of high-net-worth individuals describe their advisory experience as seamless and personalized, according to Capgemini. REALM argues that information is now abundant and free, while trust and judgment remain rare—the gap the book aims to address.
“Every family we serve already has more information than they could ever use,” said Julie Faupel, Founder and CEO of REALM Global. “What they cannot find on a screen is discernment, discretion and the quiet confidence of an advisor who will still be beside them a decade from now.”
REALM says its roughly 600 members span 23 countries, more than 40 U.S. states and over 150 brokerage brands, closing more than $50 billion a year at an average sale price of $2.5 million. The organization estimates members exchange more than $10 billion in referral volume annually. Among 840,000 producing U.S. agents, the top 1% close 18% of every transaction in the country, per Mike DelPrete, Cotality data—a concentration REALM points to as evidence that excellence is rare.
Dr. Stephanie Gripne, Founder and CEO of Impact Finance Center, will join the 2027 Collective. “As wealth moves across generations, families have an opportunity to align their investments, philanthropy and real estate with what matters most to them,” Gripne said.
The implications reach beyond one book. For advisors, it proposes a standard worth rising to; for families, a clearer picture of what to expect; for gatekeepers such as wealth managers and family offices, a shared language for serving families as one team. REALM says the Collective’s findings will be shared throughout 2027 ahead of publication, with each year’s gathering renewing the standard. Brokerages whose advisors participate could adapt editions across brands and borders.
REALM is also inviting a select group of partners and sponsors to join the 2027 Collective. More information is available at www.realm-global.com.
