As a nationally licensed and fully independent risk management family office, Hotaling Insurance Services specializes in developing robust protection strategies to meet the unique needs of our diverse clientele. We have over 20 years of experience navigating the distinct exposures that arise in advanced risk mitigation planning. Through our all-encompassing approach, we deliver high level estate and business solutions, employee benefits programs, and Property & Casualty platforms.
From professional athletes and entertainers to ultra-affluent individuals, families, ex-pats, and business owners, we have over 25 years of experience navigating the distinct exposures that arise in advanced planning.
Our process involves the multifaceted interaction of many financial and legal instruments, all weighing against a client’s needs and objectives. We have a turnkey methodology of organizing, analyzing, and simplifying our clients’ information into a comprehensive and concise financial planning portfolio which accurately depicts their current situation.
The information within the portfolio is then evaluated in coordination with our clients’ tax, financial and legal teams in order to ensure that any planning concepts are seamlessly integrated into their overall financial landscape. This process enables us to more prudently advise our clients.
Be a winner means we strive for excellence in everything we do, pushing ourselves to achieve our goals and deliver exceptional results.
Be all in because we are fully committed to our work, our team, and our clients, putting in the effort and dedication needed to succeed.
Grit, grind, & bind represents our determination to persevere through challenges and overcome obstacles, while also fostering a strong sense of unity and teamwork within our organization.
Do what's right means we act with integrity, honesty, and ethics, always putting the needs of our clients and community first.
Extreme ownership is about taking responsibility for our actions and decisions, while holding ourselves accountable for the outcomes.