Private Client Advisory

Private Client Advisory | Alejandro Hernandez III, J.D. | Beverly Hills · Manhattan · Austin
Private Client Advisory

Integrated counsel for wealth that demands more than one advisor.

High-net-worth individuals and families engage Alejandro Hernandez III when their assets span real estate, operating businesses, and multi-generational planning — and a single, law-trained perspective is needed to coordinate it all with discretion.

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Fiduciary-first philosophy Client interests above all — by structure, not just by policy
Law-trained judgment J.D. — St. Mary’s University School of Law
Certified Probate & Trust Specialist Generational wealth and estate planning expertise
Licensed broker — CA & NY Real estate advisory across both coasts
25+ years of experience Across law, real estate, capital markets, and advisory
Serving clients across
Beverly Hills · Century City
Manhattan · New York Metro
Austin · Texas
New Jersey · Tri-State Region
Who I serve

Clients whose situations are rarely one-dimensional.

The clients who benefit most from private client advisory are those whose wealth doesn’t fit neatly into a single advisor’s lane — and who require someone who can see across the full picture.

Profile 01
The Multi-Asset Family

A family whose wealth spans multiple real estate holdings, a closely held business, and inherited assets across several states — often with conflicting structures that have never been fully aligned.

  • Cross-jurisdictional asset coordination
  • Real estate strategy integrated with estate planning
  • Successor and governance planning for operating entities
  • Insurance-based capital preservation strategies
Profile 02
The Wealth Transition Client

An individual navigating a significant liquidity event, inheritance, divorce settlement, or business sale — requiring rapid strategic repositioning before assets are restructured or distributed.

  • Post-liquidity real estate and capital strategy
  • Inherited property evaluation and disposition advisory
  • Coordination with retained tax and legal counsel
  • Confidential, discretion-first advisory engagement
Profile 03
The Real Estate-Heavy Portfolio

A high-net-worth individual whose net worth is concentrated in illiquid real property — income-producing assets, development holdings, or legacy properties requiring active strategic oversight.

  • Portfolio-level real estate strategy and positioning
  • Disposition timing and exit planning
  • Debt structure and liquidity architecture
  • Trust and estate integration for real asset holdings
Profile 04
The International Private Client

A foreign national, expatriate, or international family office entering — or already active in — U.S. real estate and capital markets, requiring bi-cultural advisory fluency and cross-border structuring acumen.

  • U.S. market entry strategy for real property and business
  • Cross-border structuring and compliance coordination
  • Multi-market advisory across CA, NY, and TX
  • Relationship-first, long-term advisory partnership
Advisory pillars

Four disciplines. One coordinated strategy.

Private client advisory through ARH Global Advisors integrates four areas that too often operate in silos — producing gaps that cost clients in value, time, and exposure.

I
Real Estate Advisory

Strategic oversight of real property holdings — acquisition, disposition, repositioning, and portfolio-level planning — guided by fiduciary standards and market depth across California, New York, and Texas.

II
Wealth & Capital Strategy

Integrated capital planning that aligns real assets, operating businesses, and insurance structures with long-term preservation goals — coordinated with retained tax and investment advisors, not in competition with them.

III
Estate & Generational Planning

Strategic planning for the transfer, transition, and governance of family wealth across generations — with particular depth in trust-held real property, business succession, and estate equalization strategies.

IV
Business & Governance Advisory

Advisory for closely held companies, family enterprises, and operating entities navigating growth, restructuring, leadership transition, or strategic repositioning — including AI-driven operational strategy.

V
Dispute Resolution & Mediation

Private mediation for estate, trust, real estate, and business disputes — resolving family and business conflicts before they escalate to costly litigation, with confidentiality as a baseline requirement.

VI
Advisory Network Coordination

Acting as a strategic integrator across a client’s full advisory team — attorneys, CPAs, investment managers, and private bankers — ensuring alignment and eliminating the gaps that create risk and cost.

The integration advantage

Why fragmented advice costs more than it saves.

Most high-net-worth clients have several excellent individual advisors. The problem is rarely the quality of any single advisor — it’s the space between them. Real estate decisions made without estate context. Capital moves made without real property implications. Business transitions executed without succession alignment.

Alejandro operates at the intersection — providing the coordinating intelligence that ensures each advisor’s work reinforces, rather than undermines, the others.

Real Estate Holdings Income properties, primary residence, land
Estate Structure Trusts, wills, beneficiary alignment
Alejandro Hernandez III
Strategic Integration Layer
Capital & Insurance Liquidity architecture, preservation
Business Interests Operating entities, succession planning
How we work

Confidential. Direct. Relationship-first.

Private client advisory is not a product. It is a relationship — structured around the client’s situation, not a standardized service offering.

Confidentiality as baseline

Every private client engagement begins with a mutual confidentiality agreement. Sensitive financial, legal, and family information is handled with the same discretion as attorney-client communications — because that standard of care is built into how Alejandro practices.

Direct principal access

Clients engage directly with Alejandro Hernandez III — not with associates, intake teams, or account managers. For matters of consequence, direct access to the principal advisor is not a premium feature. It is the standard.

Additive to existing advisors

Alejandro does not displace retained counsel, CPAs, or investment managers. He coordinates alongside them — filling the strategic integration gap between disciplines that most advisory relationships leave unaddressed.

My mission is to help people and families move from where they are to where they are meant to be — through structure, strategy, and integrity.
— Alejandro Hernandez III, J.D.  ·  Founder, ARH Global Advisors LLC
Office locations

Present in the markets where your assets are.

Beverly Hills
Los Angeles · California
1875 Century Park East
Los Angeles, CA 90067
(310) 598-6462
Manhattan
New York City · New York
12 E 49th Street
New York, NY 10017
(646) 290-7380
Austin
Downtown · Texas
Downtown Austin, TX
 
info@arhglobaladvisors.com

Begin a private, confidential conversation.

If your situation involves complex assets, multi-jurisdictional exposure, or a decision that requires more than one advisor’s perspective — this is the conversation to have first.

© 2026 Alejandro Hernandez III. All rights reserved.
alejandrorhernandez.com  |  ARH Global Advisors LLC  |  Fiduciary Real Estate Advisory

Advisory services are provided through affiliated entities including ARH Global Advisors LLC, ARH Real Estate Advisory Group, ARH Consulting LLC, and ARH Mediation Services. 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.