Lalat Pattanaik

Proven Insurance and Estate Planning Services

Lalat Pattanaik is a longtime specialized financial consultant who leads Apheta Business Management. He has played a central role in expanding the firm into a well-recognized provider of insurance related consulting and estate planning services. Lalat Pattanaik engages with diverse clients, including leaders of industry, certain Fortune 400 families, owners of substantial businesses, entertainers, professional athletes, and health-care professionals

Mr. Pattanaik’s approach in collaborating and coordinating services with legal, banking, brokerage consultants, as well as CPAs makes him a central figure for many families. He also holds senior executive responsibilities with PH Robb Legacy Alliance, an Arizona-based provider of legacy planning solutions for institutionally sourced ultra-high net worth clients. His services are tailored to the needs of these families, both domestically and internationally.

As a respected member of the planning community, Lalat Pattanaik has sponsored and presented at the Annual Meeting of the California Tax Bar, California Lawyers Association, California Tax Policy Conference, National Physicians conferences, International Planning conferences, and various Estate Planning Councils. He has spoken widely at insurance industry conferences, for some of the largest distributors of insurance in the US and participated in developing Continuing Education programs for tax attorneys and CPAs on both Coasts in the United States melding ideas borne from tax and insurance.

West Hollywood, CA, US