Seven Advisory Areas.
One Integrated Practice.
From probate administration to AI strategy, from family office governance to cross-border real estate — Alejandro Hernandez III brings legal discipline, market expertise, and strategic judgment to bear across every dimension of private and professional advisory. All through a single, principal-led relationship.
Probate & Fiduciary Advisory
For executors, trustees, personal representatives, and the attorneys who advise them — navigating the legal, administrative, and real estate dimensions of estate administration with experience that reduces risk and improves outcomes at every stage.
Whether the estate involves contested assets, complex real property, multi-jurisdiction exposure, or simply the weight of a responsibility that is new to the person carrying it — this is advisory built for the full complexity of what fiduciary administration actually requires.
- Estate & probate administration guidance
- Trustee advisory: ongoing & successor
- Court-supervised sale advisory (NY & CA)
- Real property valuation & disposition strategy
- Beneficiary communication management
- Multi-jurisdiction probate coordination
- AI-powered fiduciary intelligence systems
- Fiduciary decision documentation & defense
Family Office Advisory
Multi-generational wealth demands advisory that thinks across time horizons — from today’s distribution decision to the family’s structural position decades from now. Family office advisory is where strategy, governance, and human intelligence converge.
Alejandro serves as the coordinating intelligence at the center of the advisory ecosystem — connecting legal counsel, investment managers, tax advisors, and real estate professionals into a coherent strategy oriented around the family’s long-term goals.
- Single & multi-family office advisory
- Multi-generational wealth structure strategy
- Entity governance & documentation
- Advisor coordination & orchestration hub
- Investment policy statement development
- Family governance: councils, charters, succession
- Cross-border family advisory (EN / ES)
- AI-powered family intelligence platform
Real Estate Transaction Advisory
The advisory layer that most high-value real estate transactions are missing: legal awareness, strategic discipline, and broker-level market knowledge applied simultaneously — by one person, across the full arc of the transaction.
Licensed as a real estate broker in both New York and California, with deep experience in probate property dispositions, court-supervised sales, luxury residential transactions, and the complex legal and risk landscape that surrounds significant real estate decisions.
- Transaction structure & legal risk advisory
- Probate & estate property sales (NY & CA)
- Court-supervised sale advisory
- Manhattan luxury residential advisory
- Beverly Hills & Los Angeles luxury advisory
- Commercial real estate strategic advisory
- Cross-border real estate acquisition support
- Contract review & disclosure risk advisory
AI Strategy &
Operational Modernization
Professional firms deploying AI without governance are creating liability faster than they are creating value. AI strategy advisory is designed to change that equation — building the governance, workflow, and intelligence infrastructure that makes AI a competitive advantage instead of an exposure.
Via ARH Global Advisors LLC and the comprehensive 10-page AI Practice Series, this advisory covers every dimension of AI adoption in legal, fiduciary, and wealth management practice.
- AI governance framework design & deployment
- AI strategy roadmap for professional firms
- Law firm AI compliance & risk management
- Fiduciary intelligence system deployment
- AI risk assessment: privilege, hallucination, data
- Operational modernization: workflow & automation
- Family office AI platform advisory
- Wealth management AI intelligence systems
Business Advisory &
Strategic Consulting
For business owners, entrepreneurs, and professional practices at inflection points — exits, transitions, capital events, operational transformations, and the strategic decisions that define the next chapter. Advisory that draws on legal training, economic analysis, and twenty-five years of applied experience.
Delivered through ARH Consulting LLC, business advisory spans strategic planning, operational modernization, law firm consulting, and the fractional executive support that growing organizations need without the permanent overhead.
- Business transition & exit advisory
- Strategic planning & organizational design
- Law firm operations & business development
- Fractional COO & executive advisory
- AI operational modernization for businesses
- Capital strategy & structure advisory
- Professional practice growth consulting
- Business formation & entity strategy
International &
Cross-Border Advisory
For international families and investors navigating the U.S. legal, real estate, and estate landscape — in both English and Spanish, with the cultural and legal fluency to understand what each side of the transaction actually means.
Cross-border complexity — overlapping reporting regimes, conflicting succession laws, multi-jurisdiction asset structures — requires an advisor who has navigated these intersections before. The bilingual capability is not incidental: it shapes the quality of every conversation and every deliverable.
- U.S. real estate acquisition advisory
- Cross-border estate & trust strategy advisory
- FBAR, FATCA & CRS compliance advisory
- Multi-jurisdiction obligation mapping
- International family office advisory
- U.S.–Latin America cross-border advisory
- Advisor coordination across jurisdictions
- Full bilingual advisory: English & Spanish
Private Client
Strategy
For clients who need an advisor who sees the whole picture — not the legal piece, or the real estate piece, or the business piece, but all of them together, in the context of where you are and where you are trying to go.
Private client strategy is the most holistic form of the advisory practice: a trusted, direct, long-term relationship where the advisor’s role is to integrate everything — every decision, every discipline, every dimension of the client’s situation — into a coherent and evolving strategy.
- Integrated life & wealth strategy advisory
- Major decision advisory: transactions, transitions
- Situation analysis: legal, financial, strategic
- Advisor ecosystem coordination & oversight
- Long-term relationship: retainer-based advisory
- Confidential, principal-led — always
- Available in English and Spanish
- New York & Beverly Hills by appointment
How to Begin an
Advisory Engagement
A Confidential First Contact
Reach out by phone, email, or through the inquiry form. The first conversation is directly with Alejandro Hernandez III — no intake forms, no junior gatekeepers.
Understanding Your Situation
The initial conversation is about listening — understanding your situation, your goals, and the complexity you are navigating. No advisory is offered until the picture is clear.
Structuring the Engagement
The engagement structure is designed to match the matter — retainer for ongoing advisory, project-based for defined objectives. The structure serves the client, not a billing template.
An Ongoing Relationship
The goal is to be the advisor clients call first — on any matter, at any stage. As circumstances evolve, so does the advisory. Relationships are built to last, not to transact.
Which Service Area
Fits Your Situation?
If you are unsure which advisory area is most relevant, the best starting point is a direct conversation. Alejandro Hernandez III will help you determine the right approach, the right entity, and the right structure — in complete confidence.