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| Pratt Legacy Advisors |
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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.
Learn more about us and the values that drive us to serve you, your family, and your legacy. Additionally, because every one of our clients is unique, we invite you to learn about Pratt Legacy Advisors through their own words.
Privacy and confidentiality is essential for success, therefore we do not share client’s names, though they have given us permission to share their stories to better serve your needs. |
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Overview:
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 – 200 million. We work with a network of leading attorneys, accountants, investment specialists and others who advise high net-worth individuals to provide expert technical assistance when required.
To learn more about Pratt Legacy Advisors, read our mission, values, and history.
For more information on the advisors that we work closely with and recommend to our valued clients, please send an email to info@prattla.com or visit our upcoming events page. |
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History:
Alan Pratt worked in the banking industry from 1975 – 1992. He left banking in 1992 to become an estate planning professional and joined a local firm. He left that firm five years later and founded Family Wealth Advisors in 1997. Alan’s own values were central in establishing what the company would do and how it would service its clients.
First, he wanted a family-centered business. Second, he was a community-minded individual and wanted his new business to reflect that virtue. Finally, he observed and believed that the wealthy, those that have abundance, have a desire for stewarding their wealth responsibly. It was these values that drove the early success of the company.
Since the inception of Family Wealth Advisors, Alan has designed innovative programs to work with families to guide, council and direct them to use their total wealth to demonstrate their care and commitment to their families and communities. His ultimate goal has always been to help clients reduce their tax exposure, improve their lifestyle, and increase their charitable giving.
Alan Pratt believes very strongly in the principles of Legacy Planning from the Heart ™. Alan and his brother Charlie Pratt, along with his parents, Bill and Eileen Pratt, built a family legacy of their own. Alan “walks the talk” by sharing this testimony and the achievements they have made through legacy planning with his own family.
In 2004, Family Wealth Advisors changed its name to Pratt Legacy Advisors to better reflect its clientele and service offerings. With over 29 years of experience in the financial services industry, Alan Pratt exemplifies all that he teaches or recommends to his clients. The team at Pratt Legacy Advisors continues to honor client’s past accomplishments, passions, values, and the hopes they have for themselves and their loved ones. |
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