Book Legacy unPrepared

unPrepared: How much will it cost?

February 11, 2018
  At Pratt Legacy Advisors, we have the unique and profound opportunity to participate in Legacy Planning for our clients.  We are able to help families do a tremendous job preparing for wealth transfer and have seen families transformed through the healing process of positive legacy
Family Legacy

The Tax Bill: Does It Legislate Family Priorities?

December 17, 2017
The current tax bill promises sweeping changes that will affect millions of Americans. The popular media is ablaze with stories promising fear, uncertainty and doubt, while social media seems to create stories of hardship or unfair burden on certain tax brackets. In terms of estate planning, if we
Philanthropy Wealth Planning

Nationwide Speaking Tour – Or So It Feels!

September 25, 2017
There are those who are blessed to help drive conversations that reach across generations, across family lines, and cement a healthy long view of legacy planning.  Alan’s schedule in the last week of September has  him addressing a national audience in multiple states. Here are a few stops
Book Family Legacy

Introducing “unPrepared” – A New Book by Alan Pratt and Co-Authors

September 19, 2017
The book can be found at the Center for Family Conversations and will also be available on To learn more about Legacy Planning and preparing your family to successfully manage their futures, contact Pratt Legacy Advisors to set up an
Legacy Philanthropy Seattle

SPAN Shines Spotlight on Community of Givers

May 26, 2017
Seattle is the driving market in the nation today.  Historical giants like Boeing, Weyerhauser, and the thriving ports have created significant wealth in our region.  Then came the titans of technology and consumer retail, like Microsoft, Amazon, and Starbucks. From each of those juggernauts,
Awards Legacy Philanthropy

A Lifetime Honor – The 2017 AIP Fithian Leadership Award

May 3, 2017
News Update – April 2017: Named after the late Scott Fithian, one of the founding members and leaders of this organization whose passion for philanthropic advising continues to be highly recognized, the International Association of Advisors in Philanthropy (AiP) recognizes annually an

All In for Autism Run Walk Event

March 13, 2017
We are proud to support the All in for Autism Run/Walk here in Bellevue WA.  The event is an important outreach for our community and we Rotarians are getting the word out! The All In For Autism 10K & 5K Run/Walk is a family event brought to you by the Bellevue Breakfast Rotary
Awards Philanthropy

Alan Pratt Receives Fithian Leadership Award – Advisors in Philanthropy

February 9, 2017
Breaking News – February 2017: Alan Pratt has been awarded the 2017 Fithian Leadership Award from Advisors in Philanthropy, an international organization that believes “that philanthropic capacity is built through collaborative programs and projects which unite financial advisors,
Family Legacy Philanthropy Wealth Planning

Legacy Does Matter – Pass it On!

January 12, 2017
“LEGACY DOES MATTER – PASS IT ON!” You’re invited to participate in a very special workshop on generational legacy planning. You’ll hear specific strategies and stories of real families who have successfully engaged, and planned, with their heirs. Please view our Event Calendar for

Forum400 Annual Meeting 2017 – Scottsdale AZ

January 7, 2017
I have been proud to have been a regular attendee of the Forum400 group of professionals for twelve years and even served for a while on the board of directors.  The yearly event is a gathering where we share the best practices, revenue generation strategies, and industry changes that allow us
Family Philanthropy

Seattle Philanthropic Advisors Network Meeting – 2016

November 28, 2016
SPAN (Seattle Philanthropic Advisors Network) has its final meeting of 2016 on December 8th at the Seattle Rainier Club.   I encourage all interested to attend this event – tickets are going to sell out fast and it is a fantastic way to perfect your skills in helping to improve our
Philanthropy Wealth Planning

Advisors in Philanthropy – To Inspire and To Educate

November 5, 2016
Pratt Legacy Advisors has always believed in endeavoring to make the world a better place across generations.  To that end, Alan Pratt is honored to serve as Chief Ambassador for an impactful organization called The International Association of Advisors in Philanthropy (AiP) Alan will be at the