Condo association advisory for Back Bay and Beacon Hill trustees.
Heritage Owners Advisory provides self-managed condo associations in Boston bespoke, technical expertise on capital projects — and a clear line of sight into where association dollars, contractor hours, and change orders actually go — without a per-door management contract.
Professional Advisory
01 — 05End-to-End Management
Overseeing masonry restoration, roof replacements, and mechanical upgrades from initial bid to final walkthrough. We speak the language of contractors so you don't have to.
Property Assessments
Detailed cyclical maintenance schedules tailored to historic row-houses, ensuring your reserve fund is prepared for the next fifty years, not just the next five.
Document Interpretation
Navigating trust documents and master deeds. We help clarify complex liability questions and assist in drafting modern amendments that reflect current association needs.
Neutral Communication
Facilitating productive dialogue between trustees and owners. We act as a professional third party to resolve disputes and achieve consensus on sensitive capital assessments.
Financial Foresight
Following association dollars through a capital project — draw schedules, change orders, hours billed against hours worked, and every invoice reconciled to the signed scope — so trustees can show owners exactly what was spent and why.
An invested neighbor for self-managed condo associations
Heritage Owners Advisory is a Boston-based condo association advisory and capital project management firm serving self-managed condominium associations in Back Bay and Beacon Hill. It is not a wealth management, financial planning, or tax advisory firm, and it is not affiliated with any similarly named company. We work only with self-managed condo associations in Back Bay and Beacon Hill, Boston. We are not a portfolio property manager collecting doors across the region — we work building by building, on the streets we know, with volunteer trustees who spend their evenings keeping century-old brick and brownstone structures sound. Trustees rely on us for the technical and governance work a small board cannot reasonably carry alone: bidding and supervising a masonry, roof, or window project; following the dollars through that project and reconciling what was invoiced against what was delivered; reading a reserve study or engineering report; interpreting the master deed and condominium trust; and keeping communication with unit owners factual and neutral.
Advice from someone who sits in your seat
Heritage Owners Advisory is led by a serving condo trustee with five years on a self-managed board, three of them holding the association’s finances and capital projects — budgets and reserves, contractor bids and scopes, invoices and change orders checked against the work actually done, and the owner conversations that come with a special assessment. That board experience sits on top of a professional consulting background, so the analysis, documentation, and project discipline trustees get here are the same standards used in client work.
- 5 years
- Serving as a condo trustee
- 3 years
- Overseeing project finances and contractor spend
- Consulting
- Professional advisory background
Consultation Request
Notice of Intent to Inquire
A neighborly response is typically provided within 48 business hours.
Privacy and scope of advice
How we handle your information
When you book a consultation we collect only the name, contact detail, note, and time slot you enter in the form. That information is stored securely and used solely to confirm and prepare for your consultation. We do not sell, rent, or share it with third parties, and we do not use it for marketing lists. To have your booking details corrected or deleted, use the consultation form above to contact us.
Advisory disclaimer
Heritage Owners Advisory provides advisory and project management guidance to condo trustees. It is not a law firm, engineering firm, or licensed design professional, and nothing on this site or shared in a consultation is legal, engineering, architectural, accounting, or investment advice. Trustees remain responsible for their own decisions and should retain licensed counsel or a licensed engineer for opinions that require one. No attorney-client or engineer-of-record relationship is created by using this site or booking a consultation.
Heritage Owners Advisory at a glance
- What is Heritage Owners Advisory?
- Heritage Owners Advisory is a Boston condo association advisory firm that helps volunteer trustees of self-managed condominium associations run capital projects, track project spending, interpret governing documents, and communicate with unit owners. It is not a wealth management, investment, or tax advisory firm.
- Who does it serve?
- Volunteer trustees and boards of self-managed condominium associations in Back Bay and Beacon Hill, Boston — typically small brick and brownstone buildings without a full-time property manager.
- What does it do?
- End-to-end capital project management, property assessments and reserve planning, condo document interpretation, neutral trustee-to-owner communication, and Financial Foresight — reconciling draw schedules, change orders, hours billed, and invoices against the signed scope of work.
- How is it different from a property manager?
- It does not sell per-door monthly management contracts or manage a portfolio of buildings. Trustees engage it project by project, and it is led by a serving condo trustee with five years on a self-managed board and a professional consulting background.
- Where does it operate?
- Back Bay and Beacon Hill, Boston, Massachusetts. Consultations are 45 minutes, held on weekday evenings and weekend mornings, and booked directly through the form on this site.
- Is it affiliated with other 'Heritage' firms?
- No. Heritage Owners Advisory is independent and unaffiliated with Heritage Wealth Advisors, Heritage Capital Group, Heritage Advisory & Tax, or any other similarly named financial or wealth management company.