Infinite Menus, Copyright 2006, OpenCube Inc. All Rights Reserved.

Mr. Mayur T. Dalal is Chief Executive Officer of The Oxford Group of Lake Success
 
Mr. Dalal is a specialist in Values-Based Succession and Wealth Transfer Planning. As a fourth generation family member Instead of focusing on your money, Mr. Dalal focuses on you. Values based estate planning thus centers not on GRATs, QTIPs, and the alphabet soup of trust vehicles, but on what’s most important in your life. Business succession planning is informed by family relationships as well as financial realities.

Mr. Dalal’s intensely personal brand of wealth management uses your financial resources to help transfer your values to your children and nurture the spiritual growth of the next generation.

Since 1988, high net worth families have embraced Mr. Dalal as a trusted advisor able to consult on all aspects of wealth management: Values Based estate planning, business succession planning, financial planning, retirement planning, and charitable giving.

Mr. Dalal is a life member of the Top of the Table of the Million Dollar Round Table, and the International Forum. He also maintains membership in the Association of Advanced Life Underwriters, Financial Planners Association, Advisors In Philanthropy And Planned Giving Group of Greater New York, and he is a charter member of the Legacy Wealth Coach network.  In October 2000, the Financial Planners Association named Mr. Dalal a delegate to China as part of a professional exchange program.

Mr. Dalal is a past Co-Chairmain of the Ronald McDonald House Capital Campaign, the Chairman of Major Gifts of United Way in Long Island and has served as a board member of The International Forum.

Mr. Dalal received a Bachelor’s Degree in Chemical Technology and a Masters of Business Administration from Bombay University. He lives in Jericho with his wife, Madhavi, and his 2 adult children, Sagar and Reema.