Lalat Pattanaik
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Personal Information
Organization / Workplace
PH Robb Legacy AllianceLocation
West Hollywood, CA United StatesOccupation
Managing PartnerIndustry
Finance / Banking / Insurance
Website
www.lalatpattanaik.com/About
As Apheta’s managing partner and cofounder, Lalat Pattanaik engages with ultra high net worth clients worldwide in providing comprehensive wealth solutions. Based in Southern California, he provides services tailored to clients’ specific objectives and risk tolerances. Lalat Pattanaik has particular knowledge of complex financial concepts that help minimize tax burdens through the use of life insurance. This translates into legacy planning that spans generations.