This coffee talk session explores the practical, real-world strategies behind building meaningful relationships with family offices. Moving beyond theory, the discussion will focus on how to get in the room, establish credibility, and create long-term alignment with family office partners. Participants will share insights on what works, what doesn’t, and how to stand out in an increasingly competitive landscape. Guided by Ken Dara, this interactive dialogue is designed to surface actionable approaches, honest experiences, and relationship-driven strategies for success.

The elite advisors winning in marketing aren't doing more marketing — they're doing the right marketing. Tony breaks down the full digital stack driving real results in 2026: video, social, the new SEO, website, and AI — and exactly how to deploy each one to attract higher-end clientele, build unshakeable authority, and turn visibility into measurable growth.

What if the thing standing between you and your next level isn't strategy, market conditions, or effort — but alignment? Bryan Garrity, creator of his own Alignment Project, opens a real conversation about why the highest performers haven’t just discovered how to work smarter and be more resilient — they're operating from a completely different internal foundation. When you're aligned, everything changes: how you show up, how you attract, how you close. This is the work that makes everything your brand work for you.

Come ready to answer: Where in your business are you pushing hardest — and getting the least return? That's where we start.

The ultra-high-net-worth client is global. Sean O'Neill and John Eric bring two of the world's most distinct luxury markets to this conversation: Turks and Caicos and London. Together they open a direct dialogue about what cultural intelligence actually looks like in practice — how you read a room across borders, build relationships that transcend geography, and become the advisor a global client trusts with their most significant assets anywhere in the world.

Come ready to answer: Are you building a practice that travels — or one that only works in your own backyard?

Your brand isn't your logo or your listings—it's the reputation that walks into the room before you do. Ruth Kennedy Sudduth and Sally Daley, REALM Founding Members will host this dynamic discussion and share what decades of building with clarity and conviction have taught them about owning your identity, and never compromising integrity.

There’s a shift happening at the top of the market. Are you positioned for it?

While the industry is still focused on finishes and square footage, the next era of high-net-worth buyers is prioritizing how a home impacts how they sleep, think, recover, and age. Elurai Group operates at the intersection of luxury real estate and advanced wellness, advising on the technologies shaping the next generation of high-performance homes—from recovery suites and cold plunge integration to hyperbaric chambers, red light therapy, cryotherapy, and cognitive performance environments.

This isn’t about adding amenities. It’s about understanding a new value equation—driven by how your clients want to live, perform, and age—and using it to win at the highest level of the market.

Most advisors know the transaction. Only the elite understand the financial architecture behind the decision. David Ricci and Kristen Comeau bring Mercer Advisors' wealth intelligence into the room with live UHNW client personas and real scenarios — exploring how tax strategy, liquidity, and asset structure shape the way the ultra-wealthy buy, sell, and move. Walk away knowing how to ask better questions, elevate client trust, and position yourself as the advisor who understands the whole picture. Think about a time where the financial complexity — tax timing, liquidity constraints, asset structure — changed everything. What did you wish you'd known walking in, and how would that conversation have gone differently?

In ultra-high-end real estate, presentation isn't aesthetic — it's strategy. Stephanie Garbarini and Samantha Donini explore how design-forward staging and furnishing are reshaping the luxury listing experience, compressing time to sale, and commanding stronger returns. A conversation on how the right visual story captivates UHNW buyers, elevates your marketing, and positions every property for maximum impact in the markets that matter most.

Luxury staging has evolved dramatically — and the advisors who understand that are winning listing appointments. How are you introducing modern staging as a differentiator with HNW clients, and what's your conversation look like when you walk into that room?

Your highest-net-worth clients have the home — but not always the space for the life that comes with it. Car collections, watercraft,wine, adventure gear, ski equipment — the toys and treasures that define how they live don't belong crammed into a $3,000-per-square-foot floor plan. Ludlow Property Group has built a compelling alternative: premium storage facilities converted into private, purpose-built spaces— and a surprisingly powerful tax-efficient investment vehicle along the way. Join this candid conversation about how advisors are using this conversation to deepen client relationships, unlock alternative investment opportunities, and position themselves as the advisor who thinks beyond the transaction.

Every elite advisor reaches a moment where everything points to change — and the hardest part isn't the decision itself, it's trusting yourself enough to make it. Eileen brings decades of luxury real estate experience and a coach's eye to one of the most important conversations in this room: How do you know when it's time to pivot, what does it take to follow through, and how do you build the mindset and tools to keep adapting as your market, your industry, and your own vision continue to evolve? This is what REALM was built for — the ultimate advisory board for the moments that matter most in your career.