Alan Pratt, Cap® Email and Phone Number
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Alan Pratt, a Chartered Advisor in Philanthropy, serves as the President of The Signatry's Northwest Region. With a passion for fostering transformative, biblical generosity, Alan partners with families to provide the creative tools, strategies, and insights needed to maximize their giving and create a lasting legacy. Rooted in trust, deep listening, and cultivating lifelong relationships, he draws on over three decades of personal and professional experience in guiding families to flourish across the generations. As a second generation steward of family wealth, Alan brings unique personal understanding to his work, helping families model biblical generosity that aligns with their values and passions.In alignment with The Signatry's mission to inspire and facilitate revolutionary generosity, Alan empowers families to leverage donor-advised funds, noncash asset giving and innovative financial tools, equipping them to make meaningful contributions to causes close to their hearts. His vision is to help families not only give generously, but also to live generously, impacting future generations and creating a ripple effect of lasting change.
The Signatry
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Equipping Families To Maximize Their Generosity And Establish Lasting LegaciesThe SignatryUnited States
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President - Northwest RegionThe Signatry Aug 2019 - PresentOverland Park, Ks, UsAlan serves as the President of the Northwest Region of The Signatry and seeks to help families flourish through generosity and multigenerational planning. With decades of experience as a financial professional, legacy advisor, and business owner, Alan equips families with the creative tools and strategies they need to effectively steward their wealth and relationships, which allows them to pass on core values and build legacies of eternal impact.
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Co-Founder And Board MemberThe Seattle Philanthropic Advisors Network Oct 2007 - Jul 2021The Seattle Philanthropic Advisors Network was created in 2007 to bring Philanthropic-minded Advisors together 3-4 times a year to collaborate on opportunities to serve clients with specific emphasis on their charitable giving desires. We are a mix of attorneys, CPAs, wealth advisors, financial professionals, Non Profit Leaders, Foundation Executives and Trustees, all in one membership-driven organization. Each meeting involves the interview of a Philanthropist and is simply invaluable to the members in attendance. This is followed up with 30 minutes of Interactive Table Discussion that is energetic, encouraging, empathetic, and exciting. New Collaborative relationships are created right there at the table.
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Owner - Member FirmLion Street Mar 2017 - Jan 2021Austin, Texas, Us -
Founder And OwnerPratt Legacy Advisors Sep 1997 - Jan 2021Founded in 1997, Pratt Legacy Advisors provides wisdom and counsel to high net worth families in the areas of mutigenerational wealth stewardship, and family philanthropy. As a Chartered Advisor in Philanthropy, Alan seeks to understand mutigenerational families in all areas of wealth stewardship including charitable giving, values transfer and appreciation, tax minimization and much much more! He is recognized as a National Expert in this arena and serves clients across the country. He shares his own life experiences with others, as being apart of a multigenerational family that has been "building their legacy" for over 25 years.
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Chief AmbassadorThe International Association Of Advisors In Philanthropy May 2012 - May 2020As Chief Ambassador for AiP, Alan is honored to represent AiP in all his travels around the country and throughout North America. Encouraging Collaboration amoungst all Professional Advisors, Philanthropic Professionals, and Philanthropists around the world is our vision and mission at AiP.
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PresidentThe International Association Of Advisors In Philanthropy May 2010 - Apr 2012AiP is a membership-driven organization committed to transforming philanthropy through collaboration.
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Board MemberForum 400 Jan 2012 - Jan 2016Washington, Dc, District Of Columbia, UsThe Forum400 was organized in 1973 as membership organization for thought leaders, entrepreneurs, and independent producers in the Life Insurance Industry. Alan was invited to join in 2005, was elected to the Board of Directors in 2012, and has been active for nine years. The Forum400 is where Business Leaders and Legends share wisdom, insights, and successes on a selfless basis several times during the year. -
AssociateBenyon Lyman & Associates Mar 1992 - Aug 1997Estate Planning Professional with emphasis on intergenerational wealth transfer strategies for wealthy families.
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Vice PresidentPacific First Federal Savings Bank Aug 1985 - Jan 1992Relationship Banker. Worked with High Net Worth Individuals on Lending Arrangements, both secured and nonsecured. Also worked with Real Estate owners and developers in project financing.
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Vice President`First Interstate Bank Aug 1980 - Aug 1985Billings, Mt, UsCommercial Banker - Bellevue, WA. Responsible for lending to mid-market companies, principally on the Eastside. -
Assistant National Bank ExaminerOffice Of The Comptroller Of The Currency Jan 1977 - Aug 1980Washington, Dc, UsNational Bank Examiner - Office of the Comptroller of the Currency. Assited in examinations of all National Banks chartered in the 13th National Bank Region (Washington, Oregon, Idaho, Montana, and Alaska). Examined banks for safety and soundness, and compliance with applicable laws and regulations.
Alan Pratt, Cap® Skills
Alan Pratt, Cap® Education Details
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University Of Puget SoundBusiness - Finance
Frequently Asked Questions about Alan Pratt, Cap®
What company does Alan Pratt, Cap® work for?
Alan Pratt, Cap® works for The Signatry
What is Alan Pratt, Cap®'s role at the current company?
Alan Pratt, Cap®'s current role is Equipping Families to Maximize Their Generosity and Establish Lasting Legacies.
What is Alan Pratt, Cap®'s email address?
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What is Alan Pratt, Cap®'s direct phone number?
Alan Pratt, Cap®'s direct phone number is +142541*****
What schools did Alan Pratt, Cap® attend?
Alan Pratt, Cap® attended University Of Puget Sound.
What are some of Alan Pratt, Cap®'s interests?
Alan Pratt, Cap® has interest in Spiritual Development, Reading, Golf, Health, Stewardship, Children, Wealth Counseling, Skiing, Ballroom Dancing, Education.
What skills is Alan Pratt, Cap® known for?
Alan Pratt, Cap® has skills like Philanthropy, Estate Planning, Leadership, Public Speaking, Wealth, Nonprofits, Investments, Strategy, Entrepreneurship, Stewardship, Management, High Net Worth Individuals.
Who are Alan Pratt, Cap®'s colleagues?
Alan Pratt, Cap®'s colleagues are Vesna Morris, Wendy Rogers, Jessie Mcbirney, Ammanuel Tamrat, Rebekah Herzog, Benjamin Martin, Erik Schartner.
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