FOUNDING PRINCIPAL
Margot Ellison
FOUNDING PRINCIPAL · SENIOR TRANSITION ADVISOR
Margot founded Harbor Heritage Advisors to give families a steady, discreet guide through complex life transitions. She leads each engagement with a calm, structured approach—coordinating relocation, estate management, planning support, and trusted vendors while protecting privacy at every step. Her work is defined by clear communication, meticulous follow-through, and deep respect for the people and stories behind each home and legacy.
15+ YRS · TRANSITIONS
CONFIDENTIAL · BY DESIGN
CLIENT-LED · FULL SERVICE
Daniela Pierce
DIRECTOR · RELOCATION & DOWNSIZING
Michael Chen
SENIOR ADVISOR · ESTATE MANAGEMENT
Leah Sutton
OPERATIONS LEAD · VENDOR COORDINATION
PRINCIPALS — POSITION
Discreet, accountable guidance for families when decisions carry weight.
We lead with privacy, clarity, and respect. From senior transitions and relocation to estate planning support and ongoing estate management, we coordinate details, document decisions, and communicate in a way that reduces stress—so your family can move forward with confidence.
No pressure. No exposure. Just steady expertise, handled with care and kept confidential.
HARBOR HERITAGE ADVISORS
PRIVACY FIRST
REV 01
DOC / 04 — CONFIDENTIAL INTAKE
Request a private consultation with our principals
Share a few details about your situation—relocation, estate management, planning support, or home readiness. A principal reviews your request and responds within two business days, with discretion and clear next steps.
RESPONSE ≤ 2 DAYS
CONFIDENTIAL BY DEFAULT
REV 04
S-01 — FIRST STEP
A brief, private intake and a clear plan for scope, timing, and who will lead your engagement.