Preserving Wealth.
Navigating Complexity.
Protecting Legacies.
Independent strategic advisory for families, fiduciaries, business owners, and real estate investors.
Wealth is rarely defined by a single asset. It is shaped by the relationships between family, property, business ownership, financial protection, and the responsibilities that accompany them.
Complex Wealth Requires Coordinated Thinking.
At ARH Global Advisors LLC, we provide personalized advisory and coordination services designed to help clients navigate complex decisions involving substantial assets, estate administration, family enterprises, and multijurisdictional interests.
Families with substantial wealth frequently rely on multiple professionals: attorneys, accountants, financial advisors, insurance specialists, and real estate professionals. Each serves an important purpose. Yet decisions affecting one asset or responsibility can have consequences across the entire family enterprise.
ARH Global Advisors helps connect those conversations. We work with clients and their existing professional teams to identify strategic priorities, evaluate real estate and business interests, coordinate succession and liquidity considerations, and establish a clearer framework for informed decisions.
Effective advisory begins with understanding the full picture.
Six Areas of Strategic Focus
Private Client & Fiduciary Advisory
Strategic consulting and coordination for high-net-worth families, trustees, executors, and individuals responsible for managing significant family assets.
- Trustee and executor decision support
- Family asset coordination
- Estate administration project management
- Beneficiary communication frameworks
- Multijurisdictional asset oversight
- Professional advisor coordination
Estate & Wealth Transfer Strategy
Non-legal strategic coordination involving estate planning objectives, wealth transfer considerations, asset ownership, and long-term family continuity.
- Estate planning coordination
- Trust asset reviews
- Estate liquidity considerations
- Business and property succession
- Multigenerational wealth preservation
- Coordination with estate counsel and tax advisors
Probate, Trust & Investment Real Estate
Real estate advisory and licensed brokerage representation involving inherited property, trust-owned real estate, investment holdings, and complex transactions.
- Probate and trust property sales
- Estate real estate portfolio reviews
- Hold-versus-sell evaluations
- Real estate concentration and liquidity
- Property valuation coordination
- Acquisition and disposition strategy
Family Office & Multigenerational Planning
Strategic consulting for families seeking greater coordination, continuity, and organization across real estate, businesses, family governance, and professional relationships.
- Family governance frameworks
- Asset and entity organization
- Next-generation transition planning
- Family enterprise coordination
- Advisor reporting and communication
- Long-term ownership planning
Business Succession & Exit Planning
Strategic support for privately held businesses and family enterprises preparing for ownership transitions, liquidity events, and succession.
- Business exit readiness
- Ownership transition planning
- Succession coordination
- Business continuity
- Real estate and operating business integration
- Coordination with legal, tax, and transaction professionals
Insurance & Risk Management
Licensed life insurance services and strategic protection planning for families, business owners, and individuals with complex financial responsibilities.
- Life insurance planning
- Estate liquidity protection
- Key-person insurance
- Buy-sell funding
- Business continuation coverage
- Existing policy reviews
An Asset Class That Demands Specialized Judgment.
For many families, real estate represents their largest and least liquid asset. Investment properties, commercial buildings, inherited residences, and family-owned land introduce considerations that extend well beyond market value.
Ownership structure, tax exposure, maintenance obligations, beneficiary interests, debt, and market conditions can substantially influence whether an asset should be:
ARH Global Advisors brings specialized real estate experience to these decisions, helping clients evaluate property within the broader context of family objectives, estate responsibilities, and long-term wealth preservation.
Explore Probate & Trust Real Estate Advisory →Fiduciary Responsibility Is More Than Asset Management.
Trustees, executors, and other fiduciaries are frequently called upon to make consequential decisions under complex circumstances.
Those decisions may involve competing beneficiary interests, concentrated assets, estate liquidity, family businesses, property dispositions, and the coordination of multiple professionals. Our fiduciary-centered advisory approach emphasizes:
We help clients approach these responsibilities with structure, discipline, and perspective.
Explore Fiduciary Advisory →
Alejandro Hernandez III, J.D.
Alejandro Hernandez III brings a multidisciplinary perspective to private client advisory, combining legal education, economics, real estate brokerage, insurance licensing, and business consulting.
A graduate of The University of Texas at Austin, with a Juris Doctor and a degree in Economics, he has developed an advisory approach grounded in analytical thinking, fiduciary principles, and practical experience with complex assets and professional coordination. His work focuses on the intersection of real estate, family wealth, business ownership, fiduciary responsibilities, and long-term planning.
- Education
- Juris Doctor · B.A., Economics, The University of Texas at Austin
- Licenses
- New York Real Estate Broker · California Real Estate Licensee · Life Insurance Agent in NY, CA, CT, NJ, and TX
- Languages
- English and Spanish
Legal education is not presented as a license to practice law. Legal, tax, and regulated investment services are provided by appropriately licensed independent professionals.
Meet the Principal →Wealth Is Not Simply Accumulated.
It Must Be Stewarded.
Successful long-term planning requires the discipline to evaluate risk, the foresight to anticipate transitions, and the judgment to recognize how today’s decisions may affect future generations.
We believe effective advisory relationships should be defined by clarity, accountability, discretion, and the willingness to address difficult questions before they become urgent problems.
Thinking Beyond the Immediate Transaction.
Commentary on fiduciary governance, estate administration, real estate ownership, business succession, and the responsibilities of wealth stewardship.
Regional Knowledge. Multijurisdictional Perspective.
New York City
Real estate brokerage, private client advisory, and coordination involving estate and investment property.
Los Angeles
Probate and trust real estate, property ownership strategy, insurance, and private client consulting.
Austin
Business advisory, family enterprise coordination, insurance, and multistate planning support.
We work with clients whose assets, business interests, and professional relationships extend across multiple jurisdictions.
Complex Decisions Deserve Thoughtful Guidance.
Whether you are administering an estate, evaluating substantial real estate holdings, preparing for a business transition, or seeking greater coordination across your family’s advisors, the first step is understanding your circumstances and objectives.
We welcome inquiries from individuals, families, fiduciaries, and professional advisors.