Welcome to Tetrault Hatzitzanakis

Family Wealth, Managed and Simplified.

Long time friends and colleagues turned business partners, Mark and Helen, have successfully built a boutique family office style practice that effectively serves successful individuals, business owners, retirees, and families for the past 30 years.

We serve in the context of deep relationships. Our clients typically have more complex planning issues, have busy lives and are looking to partner with a team that understands them, and that they can confidently delegate to.

They not only look to us for superior earning quality in their portfolios but also to identify high value strategies and opportunities and then to coordinate with their other professionals to execute on their plan.

Click to learn about our Team