Fiduciary Real Estate Advisory

Fiduciary Real Estate Advisory | Alejandro Hernandez III, J.D. | Beverly Hills · Manhattan · Austin
Fiduciary Real Estate Advisory

Where legal rigor meets real estate strategy.

Trustees, executors, and estate counsel rely on Alejandro Hernandez III to provide independent, law-trained advisory on estate-held property — from complex dispositions to court-supervised sales across California, New York, and Texas.

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25+
Years of law and advisory experience
3
Active markets — CA · NY · TX
J.D.
Law-trained, fiduciary-first judgment
CPTS
Certified Probate & Trust Specialist
Who I serve

Advisory built for fiduciaries and the counsel who advise them.

Real estate within a trust or estate is rarely straightforward. Alejandro brings integrated legal and market expertise to the professionals managing these situations.

01
Trustees

Individual and corporate trustees managing real property within living trusts, irrevocable trusts, and special needs trusts — including conflict of interest and duty-of-care navigation.

02
Executors & Personal Representatives

Executors overseeing estate administration where real property must be valued, maintained, or disposed of — including multi-property portfolios and out-of-state holdings.

03
Estate & Probate Attorneys

Attorneys seeking an independent real estate advisor who understands fiduciary duties, court timelines, and the legal constraints governing estate property transactions.

04
Beneficiaries & Family Offices

Beneficiaries and family offices navigating inherited property decisions, partition actions, or the strategic disposition of legacy real estate holdings.

Advisory services

Integrated expertise across the full fiduciary lifecycle.

From initial property assessment through final disposition, Alejandro provides strategic guidance at each stage — with legal judgment built into every recommendation.

Estate & Trust Property Oversight

Strategic advisory for trustees and executors managing real property within estates — including maintenance oversight, valuation coordination, and income property administration during administration periods.

Court-Supervised Sale Advisory

Independent advisory for properties subject to probate court jurisdiction, including overbid procedures in California, referee sales in New York, and equivalent proceedings across multi-state estates.

Disposition & Exit Strategy

Strategic planning for the orderly disposition of estate or trust-held real property — including timing, market positioning, buyer qualification, and coordination with retained legal and tax counsel.

Independent Property Analysis

Objective market analysis and strategic property assessments for fiduciaries requiring independent, third-party perspective — distinct from the brokerage relationship and grounded in fiduciary standards.

Multi-Jurisdictional Coordination

Advisory for estates spanning multiple states — aligning real estate strategy with the differing probate procedures, fiduciary standards, and real property laws across California, New York, and Texas.

Beneficiary & Dispute Mediation

Advisory and mediation support when beneficiaries disagree on property disposition, valuation, or distribution — providing structured resolution before disputes escalate to litigation.

Why Alejandro Hernandez III

Law-trained judgment. Real estate precision.

Most real estate advisors lack legal training. Most attorneys lack active real estate market experience. Alejandro brings both — specifically structured for fiduciary engagements.

Fiduciary-First Philosophy

Every recommendation is measured against the fiduciary standard — duty of care, duty of loyalty, and preservation of estate value. Not sales volume, not commission optimization.

Law-Trained Perspective

A J.D. from St. Mary’s University School of Law and 20-plus years of prior legal practice inform every advisory engagement — without crossing into the practice of law or displacing retained counsel.

Probate & Trust Specialization

As a Certified Probate & Trust Specialist, Alejandro understands the procedural and legal constraints shaping estate real estate — including court timelines, overbid procedures, and beneficiary rights.

Multi-Market Licensure

Licensed as a real estate broker in both California and New York, with operations in Texas — providing genuine multi-jurisdictional capability across the three largest U.S. estate markets.

Independent Advisory Posture

Alejandro operates as a strategic advisor, not a transactional broker — providing objective counsel aligned with fiduciary interests, not transaction completion incentives.

Discretion as Standard Practice

Estate and trust matters are inherently sensitive. Confidentiality is a baseline requirement of every engagement — not an optional feature or a premium add-on.

How it works

A structured, discreet engagement process.

Designed around the realities of fiduciary timelines, court schedules, and multi-party estate dynamics.

I
Confidential Consultation

Initial assessment of the estate’s real property situation, fiduciary obligations, and advisory needs — without obligation.

II
Property & Situation Analysis

Independent review of property holdings, encumbrances, market conditions, and fiduciary constraints shaping the available options.

III
Strategic Advisory Plan

A structured recommendation aligned with fiduciary duties, beneficiary interests, and the legal and market realities of each property.

IV
Coordinated Execution

Ongoing advisory support through implementation — coordinating with retained counsel, tax advisors, and courts as required.

Credentials & markets

National reach. Local market depth.

J.D. — St. Mary’s University School of Law
B.S. Economics — University of Texas at Austin
Certified Probate & Trust Specialist
Licensed RE Broker — California
Licensed RE Broker — New York
REBNY Member
Urban Land Institute — LA & NY
Beverly Hills
Los Angeles, California
1875 Century Park East
Los Angeles, CA 90067
(310) 598-6462
Manhattan
New York, New York
12 E 49th Street
New York, NY 10017
(646) 290-7380
Austin
Texas
Downtown Austin, TX
 
info@arhglobaladvisors.com

Ready to discuss a fiduciary real estate matter?

All consultations are confidential. Alejandro works directly with trustees, executors, and estate counsel — not through intake teams.

© 2026 Alejandro Hernandez III. All rights reserved.
alejandrorhernandez.com  |  ARH Global Advisors

Advisory services are provided through affiliated entities including ARH Global Advisors LLC and ARH Real Estate Advisory Group. Alejandro Hernandez III, J.D. is not admitted to practice law in any state; all services are offered solely in a non-legal advisory capacity. Services are not a substitute for individualized legal or tax advice.