Drawing upon nearly 30 years of asset management and estate-planning experience, Lalat Pattanaik is the managing partner at PH Robb Legacy Alliance, where he focuses on financial analytics and designs highly efficient insurance structures including the the use of premium financing when appropriate. The firm helps high-net-worth families navigate the complexities of estate planning, risk management, and tax diversification via solutions like estate equalization, multi-generational gift and estate tax planning, charitable giving, buy-sell agreements, and key-person insurance coverage. Concurrently, Lalat Pattanaik serves as the managing partner of California-based Apheta Business Management.
Lalat Pattanaik has performed in this capacity since 2010 and has grown the firm from a boutique firm to a respected estate-management organization. Its clients include business owners, wealthy families including foreign nationals, entertainers, professional athletes, and physicians.
In addition to serving clients, Mr. Pattanaik has spoken and continues to present educational materials at several industry gatherings, including the Annual Meetings of the California Tax Bar, California Tax Policy Conferences and industry conferences for the insurance services. His prior financial advisory experience with IPS Private Advisors, Northern Trust Company, and Goldman Sachs Asset Management, has enabled Lalat to develop specialized knowledge in the fields of estate-planning and tax-diversification. In his spare time, he also contributes as a board member of RN India, an organization which provides nursing staff to hospitals in the US, Canada, Australia, and the UK.
