Fiduciary and Family Office Consulting

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Leo Pond Properties provides real estate advisory services for fiduciaries, family offices, trustees, and institutions. With a strong commitment to a fiduciary standard of service, our team leverages deep market knowledge and specialized expertise to support clients in making informed, strategic decisions. We draw on a network of subject matter professionals across diverse areas of real estate, ensuring that each client benefits from tailored insights, comprehensive analysis, and solutions designed to maximize both financial and long-term value.

Solving Fiduciary Real Estate Problems

Leo Pond Properties works alongside fiduciaries and advisors to untangle and manage real estate challenges wherever they arise. Our services range from valuations and highest-and-best-use studies to appraisals for estate or gift planning, as well as the purchase and sale of property. Whether the matter is straightforward or highly complex, we bring practical insight and strategic solutions to help clients navigate every stage with confidence.

Advisors for Charitable Gifts of Real Estate

Leo Pond Properties serves as a trusted advisor to donors and charitable organizations, providing guidance on the evaluation and management of real estate gifts. Acting as an extension of the organization’s team, we assist with assessing, structuring, and carrying out dispositions of donated properties, whether located locally, nationally, or abroad.

Get Unbiased Advice

Leo Pond Properties offers advisory services independent from traditional brokerage, ensuring clients receive clear and impartial guidance. Our phased approach provides the right level of advice at every stage, tailored to the client’s needs rather than a transaction. Known for integrity, transparency, and a client-first commitment, we’ve built a reputation grounded in trust and proven results.

If brokerage services are required, Leo Pond will serve as the designated agent with Four Seasons Sotheby’s International Realty, based in the Killington or Rutland, Vermont offices. For clients with needs outside of Vermont, Leo collaborates with a trusted local agent in your chosen market, sometimes traveling for site planning visits, etc.,, ensuring seamless representation and effective solutions wherever your real estate matters arise.

Leo.Pond@sothebysrealty.com

1-802-779-1147