Create a Legacy that Lasts for Generations
Pratt Legacy Advisors offers a unique and powerful, values based approach, called Legacy Planning from the Heart™. This approach helps you plan and manage your legacy, and positively impact you and your family for the rest of your life and beyond.
Alan Pratt, its founder, has over 30 years experience serving individuals and families in the Northwest. Today Pratt Legacy Advisors has helped hundreds of clients whose net worth ranges from $5 – 100 million. Lugen Family Office works with Pratt Legacy Advisors for advanced strategic philanthropy planning when required.
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.
Our Values
Integrity
We are an honest partner and trusted source of information
Communication
We believe listening is a critical part of our process and on-going dialogue provides clients with desired results.
Expertise
We provide a unique blend of personal experience, technical expertise, and sound advice. We are highly recognized as a leader in our industry.
Proactive
We gently keep our clients moving forward on the path to wealth preservation and encourage family-based decisions around intergenerational wealth transition strategies based on the goals and values of your family.
Enlightening
We bring clarity to the legacy planning process which inspires our clients to plan, preserve and give, while bringing focus to the family values that support the legacy planning process.
Meet Our Network Expert:
Alan Pratt, CEP, CAP is a family legacy advisor specializing in philanthropy and family wealth preservation. He brings a unique blend of personal experience and technical knowledge to the estate planning process. Alan helps families understand, in plain English, their options for preserving wealth in a way that honors their underlying values. Alan’s company, Pratt Legacy Advisors practices a unique form of estate planning that goes far beyond strategic wealth distribution. Alan believes that a meaningful estate plan comes from knowing your values, living your values, and planning from your values. His firm has created Legacy Planning from the Heart™, a process to help you integrate your life experiences with your estate plan, while maintaining ongoing communication within your family. He holds trust, listening, and life-long relationships as core values in everything he undertakes and shares from his own personal experiences.
Alan is in demand as a speaker at regional, national, and international conferences dealing with family relationships, wealth preservation, and stewardship. He is recognized as a leader in Advanced Life Insurance designs, which is often used as a strategy to responsibly transition family wealth.
He earned his Chartered Advisor in Philanthropy designation in 2006 and currently serves as the President of The International Association of Advisors in Philanthropy (AIP). In 2007, he became a founding member of the Seattle Philanthropic Advisors Network (SPAN) and currently serves on the Board as Vice President. He is an active member of the National Institute of Certified Estate Planners, Washington Planned Giving Council, and the Seattle Chapter of the National Association of Insurance and Financial Advisors. Alan serves on the Advisory Board of the Chief Seattle Council–Boy Scouts of America and the Seattle Christian Community Foundation. Alan and his wife, Helen, were married in 1984 and have 3 children.
Client Testimonials
“Alan Pratt and his group of Pratt Legacy Advisors helped us focus on our future–our desires and our needs. They presented intelligent alternates to ideas and workable plans for us to consider … plans that fit our comfort level and benefit us. Pratt Legacy Advisors have kept in communication with us which has strengthened our feeling of trust and security with them.”
2nd generation family business owner, late 60’s, 4 adult children, several grandchildren
“Pratt Legacy Advisors spent many hours directing us toward an estate plan which proved to be beneficial to the three generations in our family. Their approach was gentle, informative, and most importantly, sensitive to the needs of each family member.”
Retired physician, early 70’s, wife worked in education field, 4 adult children, 7 grandchildren
“It became more evident that the giving away of a portion of our family wealth to charitable
causes was the best way for us to go. Each member of the family was consulted as to which charities should be the recipient of this giving.”
Retired physician, mid 70’s, 4 adult children, 8 grandchildren
“Pratt Legacy Advisors provided the low-key approach with a highly personal touch that guided us through the maze, digestible step by step. They listened well and helped us to define our goals.”
Successful entrepreneur, widower, 2nd marriage, late 50’s, 3 children from joined families
“As one who has followed your path of service and value-oriented work, and as one who has found your assistance invaluable in assisting my mother-in-law and our family in our value-oriented estate planning, I want to add my affirmation of belief in your work!”
Entrepreneur, early 60’s, 2 children, helped with mother-in-law who was early 80’s and widow
“They built our trust by explaining in layman’s’ terms how we could utilize the various trusts and foundations to further our goals.”
Practicing surgeon, late 60’s, entire family in medical profession, 3 children, 2 grandchildren
“They worked with our lawyers and trust officers to wrap up a plan that achieved very meaningful results.”
Retired financial professional, mid 60″s, family foundation established from an inheritance and built to what it is today, 2 adult children, 2 grandchildren
“Your firm brought us together on a tough subject — but made us hopeful (confident) that we can make our dreams come true.”
Family business transitioned from 2nd to 3rd generation, owner, female, late 50’s, 3 adult children (2 of which are involved in family business), 2 grandchildren
