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Pratt Family Private Discussion

This presentation is the testimony of two generations of the Pratt Family. In this presentation, you will hear and see how two generations of one family have been working together for years to build a legacy plan based on the values, people and charities they love. You will see first hand the validation of basic legacy planning principles...planning WITH your family versus AT your family, intergenerational mentoring through improved communication and trust, building a "plan by design" versus accepting the plan by default, and learning that legacy planning is an ongoing process and not a one-time event.

Alan Pratt will lead you through the events, experiences and action steps his family has taken in building their legacy plan which began nearly 18 years ago. We hope that by attending this presentation, you will increase your understanding of the possibilities for responsible stewardship, distribution and transitioning of your family's wealth.

We believe you will benefit from attending this presentation both personally and professionally.