Partner Biographies
Alan Pratt Biography
Kate Parsons Biography
Alan Pratt. President
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. You can reach Alan by email at alan@prattla.com or by phone at 425-455-0999.
