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.
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.
Working in close proximity with our client's tax, financial and legal teams ensures that a comprehensive analysis is completed prior to implementing any strategies. Technical modeling is performed to provide a visual representation of how estate decisions will affect the overall financial picture as well as their impact on family members and charities.
Once a client’s objectives are clearly defined and a client is informed of their available planning options and the implications thereof, we execute clear strategies in partnership with the client’s advisory team.
It is only through diligent and focused ongoing service that a client’s goals are ultimately achieved. We conduct annual client review meetings to ensure that all implemented strategies remain in legal compliance and aligned with a client’s evolving objectives.
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.
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.
Do what’s right means we act with integrity, honesty, and ethics, always putting the needs of our clients and community first.
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.
Extreme ownership is about taking responsibility for our actions and decisions, while holding ourselves accountable for the outcomes.
In 2002, Bobby Hotaling founded The Hotaling Group in Midtown Manhattan with one employee, using his competitive spirit from college football to excel in the financial industry. With his wife Gina, they expanded the firm by hiring top talent and focusing on client-first service. The company rebranded to Hotaling Insurance Services and added five offices. Bobby’s “together we win” approach and dedication to service persist. He is a bulldog enthusiast, and his dog Roman is always with him.