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Our Firm

At The Legacy Planning Group, we understand the unique needs of our clients. You are resourceful and hardworking—traits that have brought you great success­­—but balancing American values and culture with our traditional values 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.

Mayur T. Dalal, our CEO, has been advising high-net-worth families for more than 22years, and is is focused on wealth management and estate planning strategies for high networth clients. 

 

  • Our open architecture allows access to a wide variety of protection products from well-respected life insurance companies. We have the flexibility and experience  to craft affordable strategies that fit your needs.
  • We work with your team of professionals—CPAs, attorneys, business valuation specialists and others—to participate in a comprehensive wealth management plan for you.

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.