Lalat Pattanaik

Lalat Pattanaik has extensive experience in securities, insurance, and other financial matters. Lalat Pattanaik leverages this knowledge to serve as cofounder and managing partner of PH Robb Legacy Alliance, based in Arizona.

PH Robb Legacy Alliance was established as an effort to draw upon experience with a range of financial-sector specialties to assist high-net-worth individuals with financial planning. The team at PH Robb brings a combined total of 50 years of experience to its work with wealthy families and their advisors.

The company’s strength lies in the diverse professional backgrounds of its team. Some of the areas of expertise at PH Robb Legacy Alliance include financial planning, charter life underwriting, certified public accounting, investment banking, and other finance-related professions.

The team leverages this experience from diverse industries to make important connections for their clients. These strong alliances with leading firms in the trust, banking, insurance, family office, private client service, and tax and legal disciplines have resulted in clients getting desired results.

A widely recognized industry leader, Lalat Pattanaik serves as the managing partner of Apheta Business Management, a multi-family office that provides estate planning and business consulting services to professionals such as athletes, business owners, medical groups, and entertainers. As the founder of Apheta, Lalat Pattanaik grew the company to offer insurance and structured premium finance services to various law firms, brokerage houses, and accounting firms. He collaborates with attorneys, investment managers, and accountants to develop tailored and innovative solutions for ultra-high-net-worth (UHNW) clients. 

In 2014, Lalat Pattanaik co-founded another business venture, PH Robb Legacy Alliance, a financial and consulting firm in Arizona. As a managing partner, he specializes in structuring insurance portfolios and providing wealth management and financial planning services to institutional clients and UHNW families that operate like substantial businesses. 

Throughout his 25-year career, Mr. Pattanaik has served on the board of several global insurers, and as a member of the board of directors of RN India, a health care recruitment company that offers nursing jobs in Australia, Canada, the UK, and the US.

Lalat Pattanaik : Website