ABOUT US

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 STRATEGY

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.

ANALYZE

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.

EXECUTE

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.

MONITOR

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.

WHO WE SERVE

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.

ABOUT US
ABOUT US

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 25 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 STRATEGY
OUR STRATEGY

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.

OUR METHOD
OUR METHOD
ANALYZE

Working in close proximity with our clients’ 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.

EXECUTE

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.

MONITOR

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.

WHO WE SERVE
WHO WE SERVE

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.

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5

office locAtions

20

Years of QUALITY SERVICE

150+

EMPLOYEES

48

STATEs LICENSED

2000+

happy customers

200+

CARRIER APPOINTMENTS

"TOGETHER WE WIN"​

"TOGETHER WE WIN"

TOGETHER WE WIN is not only our company mantra… It’s the way we do business. 

Our team is your team, and we believe that teamwork is vital when assessing your risk management needs. We work closely with our clients and their most trusted advisors to design programs that adapt to their lifestyle as their goals and needs change.

Slide 1
THE ORGINS OF HOTALING
BOBBY'S STORY
In 2002, Bobby Hotaling started The Hotaling Group with a simple dream and just one employee in a small office in Midtown Manhattan. As a former college football player, Bobby applied his "never lose" mentality from the gridiron to his work in the financial industry. His unparalleled determination to outwork his competitors and his will to ALWAYS fight for his clients' best interest created a name for The Hotaling Group in the Tri-State area - which soon went bi-coastal. Thanks to the help of his wife, Gina, the two strategically grew the firm by recruiting the industry's top talent and instilling the signature Hotaling client-first approach. Since the firm's inception, there have been a few changes, such as the company's re-branding to its current name, Hotaling Insurance Services, and the addition of five office locations (with more to come). However, Bobby's "together we win" methodology and emphasis on service have remained the same.

Fun Fact: Bobby loves bulldogs and his pup, Roman, is always by his side.

THE ORGINS OF HOTALING

BOBBY'S STORY

In 2002, Bobby Hotaling started The Hotaling Group with a simple dream and just one employee in a small office in Midtown Manhattan. As a former college football player, Bobby applied his “never lose” mentality from the gridiron to his work in the financial industry. His unparalleled determination to outwork his competitors and his will to ALWAYS fight for his clients’ best interest created a name for The Hotaling Group in the Tri-State area – which soon went bi-coastal. Thanks to the help of his wife, Gina, the two strategically grew the firm by recruiting the industry’s top talent and instilling the signature Hotaling client-first approach. Since the firm’s inception, there have been a few changes, such as the company’s re-branding to its current name, Hotaling Insurance Services, and the addition of five office locations (with more to come). However, Bobby’s “together we win” methodology and emphasis on service have remained the same.

Fun Fact: Bobby loves bulldogs and his pup, Roman, is always by his side.