Lalat Pattanaik - California-Based Premium Finance Service Provider

With an extensive background in premium financed insurance and wealth transfer strategies, Lalat Pattanaik guides Los Angeles-based Apheta Business Management. Apheta provides ultra-high-net-worth clients & multifamily offices (MFOs) high impact estate planning solutions. Lalat Pattanaik’s range of experience includes banking, insurance and tax diversification; His team financial engineering of insurance strategies geared towards wealth preservation, wealth transfer and risk management associated with concentrated holdings of wealthy families.

As a cofounder of PH Robb Legacy Alliance a national consortium headquartered in AZ, Mr. Pattanaik also manages and implements business succession strategies, as well as other MFO services for institutionally sourced clients. He emphasizes the use of sophisticated insurance structures in delivering balanced asset allocations that protect wealth over the long term. As part of his practice, he collaborates closely with tax, legal, and financial professionals in delivering comprehensive, holistic client solutions.

As an integral member of his professional community, Lalat Pattanaik’s is regularly asked to speak at the Annual Meeting of the California Tax Bar and California Tax Policy Conference, where he provides continuing education to well-known attorneys and CPA firms on both Coasts.

His entrepreneurial presence extends to advisory roles with healthcare personnel companies that address the worldwide shortage of healthcare workers to providers spanning Australia, Canada, the United Kingdom, and the United States.