Lalat Pattanaik
Southern California- and India-Based Wealth Advisor
About
Leveraging two decades of experience in securities and insurance strategies, as well as financial engineering, Lalat Pattanaik guides Apheta LLC as managing partner. Responsible for developing the firm, he engages with current and prospective ultra-high net worth clients who are seeking strategies to preserve their wealth and pass on their legacy.
Lalat Pattanaik’s client base includes successful professionals, from business owners to athletes. A good part of Apheta’s clientele is sourced from strategic relationships Pattanaik has established over the years with various law practices, accounting and pension administration firms.
Pattanaik has also developed Apheta into a foreign national business, and engages with current and prospective ultra-high net worth clients throughout North and South America as well as India and the Middle East.
Pattanaik completed his bachelor’s degree in international economics at the University of Michigan and pursued an MBA in finance at the same institution. His technical experience includes setting up complex insurance structures and pursuing analytics-driven structured finance pathways.
In addition to his work with Apheta, Lalat Pattanaik is cofounder of Tucson, Arizona-based PH Robb Legacy Alliance. The firm engages in developing tailored advanced planning techniques for ultra-high net worth families.
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