Mr. Dalal focuses on Values-Based Succession and Wealth Transfer Planning. Instead of focusing on your money, Mr. Dalal focuses on you. 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 to nurture the spiritual growth of the next generation.
For more than two decades, physicians, business owners, self-employed professionals and senior corporate executives have embraced Mr. Dalal as a trusted professional able to consult on all aspects of wealth management: estate planning, business succession planning, financial planning, retirement planning, education funding and charitable giving.
Dalal Capital Advisors ranked in 2001 as the second fastest growing privately-held firm on Long Island by KPMG, Hofstra University and Long island Business News. In October 2002, the Boys and Girls Club in Stony Brook honored Mayur with its Presidential Award.
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. He was named by the Financial Planners Association in October 2000 as a delegate to China as part of a professional exchange program.
Mr. Dalal is a past Chairman of the Ronald McDonald House Capital Campaign, the Chairman of Major Gifts of United Way on Long Island, and has served as a board member of The International Forum.
Mayur 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 is the father of two children, Sagar and Reema.
Phone: (646) 661-3341
Fax: (646) 661-3331