The family office
deserves an advisor
who understands
what it actually is.
Family offices operate at the intersection of wealth management, governance, real estate, and generational planning. Alejandro Hernandez III, J.D. provides the kind of senior-level, relationship-based advisory that family offices require — and that institutional platforms rarely deliver.
CPTS
Three structures.
One common need
for senior counsel.
Family offices range from billion-dollar single-family institutions to embedded structures within a larger wealth management relationship. Each has distinct needs — but all benefit from a real estate and strategic advisor with the depth to engage at a principal level.
Single-Family Office
Dedicated to one family’s wealth, governance, and legacy. Typically employs in-house professionals and engages specialized outside advisors for real estate, legal, and tax. Alejandro operates as a senior outside real estate and fiduciary advisor.
Multi-Family Office
Serves multiple families, usually with shared infrastructure. May have a real estate allocation as part of portfolio strategy. Alejandro advises on deal-level due diligence, disposition, and fiduciary considerations across the client families it serves.
Embedded / Informal Family Office
Families managing significant wealth without a formalized family office structure — often through a combination of attorneys, accountants, and financial advisors. Alejandro serves as a coordinating real estate and strategic advisor within that constellation.
The full scope of what
we provide to family offices.
Our advisory engagements are scoped to the specific needs of each family office — never templated, always tailored.
Real Estate Portfolio Advisory
Strategic oversight of the family’s real estate holdings — including primary residences, investment properties, vacation properties, and commercial interests.
- Portfolio composition analysis
- Hold vs. sell decision framework
- Acquisition due diligence support
- Property manager oversight
- Valuation and market monitoring
Trust & Estate Coordination
For family offices administering one or more trusts — revocable, irrevocable, dynasty, or charitable — we coordinate real estate decisions within the fiduciary framework.
- Trust-owned property strategy
- Beneficiary interest alignment
- Estate planning real estate support
- Probate coordination
- Trustee decision documentation
Family Governance & Transition
Multi-generational families face real estate governance challenges that go beyond market value — including family member preferences, legacy properties, and succession planning.
- Next-generation ownership transition
- Legacy property advisory
- Intra-family buyout structuring
- Family meeting real estate agenda
- Governance policy development
Every engagement
is built around
what you actually need.
Family office engagements range from a single property advisory to an ongoing retainer relationship covering all real estate decisions. We scope each engagement to fit the family office’s existing advisor structure and internal capacity.
“The most valuable thing an outside real estate advisor brings to a family office isn’t market knowledge — it’s the ability to ask the questions that internal advisors are sometimes reluctant to raise.”
— Alejandro Hernandez III, J.D.Family office
relationships begin
with a single conversation.
Consultations are confidential, conducted directly with Alejandro Hernandez III, J.D., and available to family office principals, CIOs, and referring advisors. No transaction is required to engage.
All consultations handled directly by Alejandro Hernandez III, J.D. Manhattan · Beverly Hills · Austin.