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Our Firm, The Oxford Group of Lake Success, plays a strategic role to help members of the ultra high net worth families and family offices develop their 50-100 year roadmap. This is achieved through “The Legacy Perpetuator ProcessTM”.  We facilitate the creation and the development of family mission, vision and purpose statement, a family governance protocol, the development of an incentive based protocol for current and future benefactors and, finally, performance measurement benchmarks which will help sustain the significance created by each respective family member.

At The Oxford Group of Lake Success, we understand your unique needs. You are resourceful and hardworking—traits that have brought you great success­­—but balancing family values and culture with growing digital behavior is challenging.

Instilling in our children and grandchildren the traits that have made us and our parents successful, while living a privileged lifestyle, requires balance and planning.

Our goal: Simplify the complexities of your life in a way that is consistent with the values of your ancestors and that will promote your way of life for generations to come.

Mr. Mayur T. Dalal MBA, our CEO, has been advising ultra high-net-worth families for more than 20 years, and is a specialist in wealth coaching and multigenerational estate planning.

We also undertake the diagnostics in terms of current status of tax mitigation as well as estate tax liquidity for the ultra high net worth families. Our firm specializes in the creative application of life insurance to help solve the unique needs of ultra-high net worth families. In serving this marketplace, traditional client concerns become intertwined with intricate issues such as multi-generational wealth transfer considerations, multiple business ownership structures and philanthropic desires. Our firm's expertise, knowledge, insight and ingenuity earned through years of focused experience allows us to provide unparalleled planning, service and support to the unique needs of this marketplace.

The solutions we provide include estate plans for ultra-high net worth families.

  • We work with your team of professionals—CPAs, attorneys, business valuation specialists and others—to deliver you comprehensive wealth management advice on an ongoing basis.
  • While this site may augment your experience with our firm, it is not intended to, nor ever will, replace the foundation of personal interaction upon which our firm is based. Please explore our site further to learn more about the services of our firm and how we may help you.