As a managing partner and cofounder of PH Robb Legacy Alliance in Arizona, Lalat Pattanaik guides an established financial consulting firm that serves the needs of institutional clients, and ultra-high net-worth family businesses, in the United States and across the world. The company brings together certified financial planners, highly-qualified estate planning lawyer, insurance leaders, and other financial professionals, to develop customized financial plans and implement sophisticated insurance strategies. Lalat Pattanaik and his team execute these programs while remaining focused on customer service and each client’s unique needs and ambitions.

In addition to his leadership with PH Robb Legacy Alliance, Lalat Pattanaik serves as a managing partner of Apheta Business Management, a financial consulting firm he founded in Los Angeles, California, in 2010. Pattanaik’s firm has worked with a range of celebrities, professional athletes, and other high net-worth individuals, concentrating on estate planning, and wealth management while working closely with clients to design approaches that will help fulfill their financial and wealth transfer goals. The company also advises clients on insurance-strategies that can ensure liquidity sources for a business, simplifying the process of planning a family-business succession.

Lalat Pattanaik draws on extensive training in premium finance strategies gained earlier in his career with companies such as Northern Trust, Goldman Sachs, and IDS American Express. He has degrees in international economics and finance.