Executive Assistant To The Founder And Chief Executive Officer
CurrentAs 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.
