REALM Global, an invitation-only network of luxury real estate advisors, has announced a book project titled The Age of the Trusted (working title), intended to be published with Greenleaf Book Group. The guide will be collectively authored by 200 senior advisors and 50 capital gatekeepers during twelve closed-door councils at the REALM Global Collective, scheduled for May 17–19, 2027, at the Four Seasons Hotel Austin. The initiative seeks to codify a shared standard for advising families of significant wealth, moving beyond sales tactics to emphasize judgment, discretion, and long-term trust.
The announcement arrives as trillions of dollars are set to change hands. According to Cerulli, $124 trillion will transfer through 2048, with more than half—$62 trillion—coming from high- and ultra-high-net-worth households. The ultra-wealthy population is also expanding rapidly; Altrata reports that 556,850 individuals now hold $30 million or more, up 14.4% in a year, and projects 746,570 by 2030. Yet advisory experiences often fall short: only 17% of high-net-worth individuals describe their advisory relationship as seamless and personalized, per Capgemini’s World Wealth Report 2026. This gap underscores the need for a trust-centered approach as families question not just who can sell assets, but who can be trusted with them.
REALM’s model emphasizes concentrated excellence. Among 840,000 producing U.S. agents, the top 1% close 18% of all transactions, according to Mike DelPrete, Cotality data. 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, with median production 2.5 times the national ranked median. The network’s Wealth Intelligence Hub includes over 220,000 verified clients with an average net worth of $28.9 million, and members exchange more than $10 billion in referral volume each year.
Julie Faupel, Founder and CEO of REALM Global, framed the book as a commitment to the profession’s highest ideals. “Every family we serve already has more information than they could ever use,” she said. “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.” The guide is designed for three audiences: advisors seeking a standard, families wanting clarity on what to expect, and gatekeepers needing a shared language for collaborative service. For brokerages, it offers a resource written across 150+ brands and 23 countries, with editions they can adapt.
The Collective’s findings will be shared throughout 2027, building toward the published compendium, with each year’s gathering renewing the standard. REALM is also inviting a select group of partners and sponsors to join the 2027 event. More information about the organization is available at www.realm-global.com.
For the wealth management and real estate industries, the initiative signals a shift toward formalizing soft skills—judgment, discretion, and relationship continuity—as measurable professional standards. As capital moves across generations and borders, such a framework could help families navigate complex transitions and set expectations for advisory relationships, potentially influencing how advisors are trained, evaluated, and chosen. The book’s collaborative, council-based development may also serve as a model for other professions facing similar trust deficits in an information-rich world.
