Mission Statement

Pratt Legacy Advisors provides Legacy Planning from the Heart™ for our clients and their families. We facilitate your family conversations to help you identify your shared values and define your legacy. Only then do we clarify and affirm your financial abundance to empower family members, implementing the plan that will direct resources to your designated charities, and enable families to fulfill their legacy.

“I am amazed at how an effective plan can satisfy one’s personal goals while improving the quality of life at the same time.”;
- prior attendee