How We Work

Representation, Considered

A single team carries every engagement from valuation to closing — quietly, attentively, and with the home always at the center.

Why It's Different

Selling a distinctive home is not a volume business. It asks for judgement, restraint, and the patience to wait for the right buyer rather than the first one. That is the work we choose to do.

Estate interior prepared for market
Selling

Estate & Residence Sales

We represent a deliberately small number of homes at once, so each receives genuine attention — honest pricing, a tailored marketing plan, and discreet outreach to the buyers most likely to act.

Buyer touring a quiet residence
Buying

Private Acquisition

For buyers, our value is access. A meaningful share of the homes we transact never appear publicly. We listen first, then bring forward homes — listed and off-market — that fit a life, not just a list of features.

Home styled for photography
Presentation

Styling & Photography

Every home we represent is styled and photographed as an editorial subject — film, stills, and floor plans commissioned to present each property at its considered best, before a single buyer ever arrives.

Everything We Offer

The Full Service

Estate Sales

Discreet, full-service representation for distinctive single-family homes and estates.

Private Acquisition

Buyer representation with access to off-market homes never listed publicly.

Valuation & Strategy

A candid, data-backed read on value and the best route to market.

Styling & Staging

In-house design direction to present each home at its considered best.

Architectural Photography

Editorial photography and film for every property we represent.

Relocation & Concierge

A trusted network for those moving to — or from — the region.

Marketing & Press

Targeted placement, print, and digital campaigns built per property.

Negotiation

Experienced, level-headed representation through to the closing table.

Private Showings

By-appointment viewings arranged with discretion and care.

Our Advisors

The People Behind the Work

A small, senior team — chosen for judgement and discretion as much as for results.

Advisor portrait

Margaret Holloway

Founding Advisor

Two decades representing the region's most distinctive estates, and the steady hand behind Heritage's quiet approach.

Advisor portrait

Julian Reyes

Senior Advisor

Specialist in waterfront and architecturally significant homes, with a deep off-market network along the coast.

Advisor portrait

Sofia Nakamura

Advisor & Stylist

Leads styling and presentation, turning fine homes into homes buyers fall for at first sight.

Advisor portrait

Thomas Baird

Buyer Specialist

Represents buyers relocating to the region, pairing patient searching with frank, useful counsel.

$1.4BLifetime Sales
21Years Representing
38Days · Median to Offer
98%Of Asking, On Average
Let's Talk

Begin With a Conversation

The best engagements start over coffee, not a contract. Reach out and we'll find a time to talk through your home or your search.

Speak With an Advisor