With leadership in financial and business advisory services spanning nearly a quarter century, Lalat Pattanaik is cofounder of PH Robb Legacy Alliance. The national practice, which is based out of Arizona, assists clients in achieving legacy goals through a consultative, multifaceted approach that encompasses financial planning, structured finance, premium finance, private banking and business succession planning. Lalat Pattanaik and his team strive to meet the needs of ultra-high net worth clients through strong partnerships with major global institutions, legal and accounting professionals. Establishing itself as a leader in legacy planning, the firm emphasizes on a collaborative, multidisciplinary approach designed to generate extraordinary results for its clients.
As co-founder and Managing Partner, Pattanaik has also advised families of entertainers, successful athletes, owners of professional teams, CEO’s of public companies, & substantial privately held businesses through the Southern California based Apheta Business Management which provides advice to multifamily offices. The firm maintains a strong reputation in the life insurance & premium financing industry. Over the last two decades, Pattanaik has been involved in the consulting, structuring and administration of approximately $10 billion of insurance coverage for families spanning the globe. Pattanaik’s creative yet risk-managed approach enables families and their advisors to manage assets in an efficient environment which can lead to double-digit growth, due to mitigated tax impact. Lalat Pattanaik holds degrees in Economics with an emphasis in finance & international finance from the University of Michigan.
As co-founder and Managing Partner, Pattanaik has also advised families of entertainers, successful athletes, owners of professional teams, CEO’s of public companies, & substantial privately held businesses through the Southern California based Apheta Business Management which provides advice to multifamily offices. The firm maintains a strong reputation in the life insurance & premium financing industry. Over the last two decades, Pattanaik has been involved in the consulting, structuring and administration of approximately $10 billion of insurance coverage for families spanning the globe. Pattanaik’s creative yet risk-managed approach enables families and their advisors to manage assets in an efficient environment which can lead to double-digit growth, due to mitigated tax impact. Lalat Pattanaik holds degrees in Economics with an emphasis in finance & international finance from the University of Michigan.