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We Manage Wealth with
Law and Logic.

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A Trusted Cross-Border Wealth Advisory Firm

We provide legal-integrated, tax-efficient and globally coordinated strategies for families and enterprises seeking secure and sustainable international growth.

Legal-Integrated Advisory

Ensuring all wealth, tax and identity structures remain fully compliant and future-ready.

Australia Based, Asia Linked

Connecting Australia, Singapore and Asia for seamless cross-border planning.

Family Office-Grade Service

Long-term planning for trusts, education funds, asset protection and legacy.

Global Capital & Fund Expertise

Specialized in fund setup, multi-currency capital flow and international investment structures.

Why Choose Us

Satisfied Customers

“PTMA helped us design a full migration + education pathway for our daughter.
The planning was clear, transparent and saved us years of detours.”

Lin Family, Taiwan

“Professional, responsive and truly global.

PTMA assisted us with property acquisition, financing and long-term tax planning—all in one place.”

Jonathan W., Singapore

“Their cross-border tax and legal advisory gave us a structure that finally made sense.

We feel secure expanding our business in Australia.”

Chen & Partners Group

Let's Discuss 
Your Global Strategy

Fill out the form, or contact us directly.
Our team will connect you with the right advisor for
education, migration, investment or international asset planning.

Service Areas:

San Francisco, Santa Clara, Alameda, San Mateo

500 Terry Francine Street San Francisco, CA 94158

123-456-7890

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