Pratt Family Private Discussion

Alan Pratt believes very strongly in the principles of Legacy Planning from the Heart™.

Alan and his brother, Charlie, along with both of his parents, Bill and Eileen Pratt, host a discussion 4 times a year for an audience of interested individuals, families, and advisors and they go through the actual steps of building and protecting a legacy…their own.

“The initial shock from learning the consequences of doing no estate planning was alarming. I felt anxious, frustrated, and embarrassed that I had not taken any steps to protect our estate. In my 40 years in the investment business, the responsible transitioning of wealth to the next generation was rarely discussed. Our family is committed to sharing our experience to help others learn and take action.”

A. William Pratt


We invite you to attend a Private Discussion in which we will share a story of two generations working together in a legacy planning process that has helped us to insure that the values, people, and charities we love are reflected in our legacy. We hope that by attending, you will increase your understanding of the possibilities for responsible stewardship, distribution, and transitioning of your family’s wealth. So many wonderful legacy stories are only heard when the authors are no longer here. We are here. We are willing to share. We want to help.

We will be hosting a Pratt Family Private Discussion from 9:00-11:30 am at 500 108th Avenue NE, 2nd floor, Mount Si Conference Room on the following dates. Please e-mail info@prattla.com for your invitation to this event! We hope that our testimony will inspire you to take action and begin building your legacy plan now.

“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