Preparing Next Gen Leaders.
Elevating Enterprise Value.
Strengthening Legacies.
ThreeEQ CEO & Chief Mentor Jason Ma in conversation for The CEO Magazine
|
The ThreeEQ Difference |
Jason Ma as co-MC at a Gala during UNGA in New York City. (Photo by Slaven Vlasic/Getty Images for Fashion 4 Development)
ThreeEQ is a family business personally led by Jason Ma, Founder, CEO & Chief Mentor.
Drawing on Jason’s 40+ years of experience across education, leadership, AI/tech, global business, and investing, Team ThreeEQ discreetly works with select, values-aligned private clients.
We help them prepare exceptionally well, turn key goals into strong outcomes, and strengthen the foundation for long-term success, well-being, and legacy:
• Next Gens and Families focused on elite college or graduate school admissions, leadership and career advancement, and strengthening family legacies
• Founders, CEOs, and Executives pursuing next-level success in career, business, leadership, and life
• Enterprises and Single Family Offices seeking to win major deals, seize strategic opportunities, and strengthen legacies
• Speaking: Event Organizers and Corporate Hosts seeking a thought-provoking keynote or fireside speaker, moderator, panelist, or forum chair
Explore our practice below.
Events & Insights | Speaking | B20 / G20
People | Testimonials | Videos | Articles
|
Next Gens and Families |
Private 1:1 mentorship for students and young adults (under parents’ sponsorship)—elite college admissions, graduate/professional school admissions, leadership and career advancement, well-being, and legacy building
Jason Ma and his daughters, Lydia and Sabrina, onstage at Opal Hamptons
“You get through to these kids in a way most can’t.” —Fortune 500 CEO
“You have a gift in how you work with these kids. I get it.” —Don Levy, former SVP, Sony Pictures
ThreeEQ Chief Mentor Jason Ma and Team ThreeEQ privately guide and inspire select students and young adults 1:1 to gain clarity, prepare exceptionally well, learn and grow from setbacks, and achieve strong outcomes in admissions to top-tier schools, leadership, career advancement, and life—with well-being.
Beyond these immediate goals, our mentorship strengthens key relationships and builds the longer-term foundation for sustained success, family harmony, and legacy.
Our highly personalized mentorship goes well beyond college and graduate school admissions consulting, and career, life, and executive coaching. It integrates practical psychology, strategic positioning, pragmatic execution, and holistic development through Jason Ma’s well-established 4S + 3EQ framework:
• 4S: Visionary Story, State, Strategies, and Soft + Hard Skills for the Age of AI
• 3EQ: Emotional, Relational/Social, and Leadership Intelligence
For many Next Gens and families, the greatest cost is not the investment in private mentorship. It is the cumulative cost of starting too late or going without trusted, third-party guidance: lost major opportunities, prolonged misdirection, weaker results, and long-term regret—often many times greater than the investment itself.
Selected insights: Elite College Admissions in the Age of AI (Worth Magazine) • What Matters in Gen Z Career Growth • Next Gen Preparation, Leadership, and Legacy • Bridging Generations: Hamptons Version (Video)
High School Students →
College Students & Young Adults →
Parents & Family Principals →
Jason Ma discussed “Elite College Admissions in the Age of AI” in a fireside chat moderated by Dan Costa, Chief Content Officer and Editor-in-Chief of Worth Media, at Worth’s inaugural Beyond Wealth Summit 2026 in Palm Beach.
|
Founders, CEOs, and Executives |
Private 1:1 strategic mentorship and executive advisory at consequential inflection points in career, business, leadership, and life
“Your coaching has been incredibly helpful to me.”
—Entrepreneur and family principal
Jason Ma with Pro Football Hall of Famer, former 49ers quarterback, and private equity leader Steve Young and fellow speakers at the Legacy Builders Summit
Jason Ma personally advises select founders, CEOs, and executives navigating consequential decisions, leadership transitions, and strategic growth opportunities.
He helps them sharpen strategic discernment, grow enterprise value and financial performance, strengthen leadership and key relationships, make better decisions under pressure, execute more effectively, and build legacies with intention.
His highly personalized, candid approach goes well beyond executive and life coaching, combining strategic thinking, practical psychology, and disciplined execution.
At consequential inflection points, the greatest cost is rarely the investment in trusted, third-party guidance. It is the cumulative cost of getting key decisions wrong or acting too late: lost major opportunities, costly mistakes, execution gaps, strained relationships, weaker results, and long-term regret—often many times greater than the investment itself.
|
Enterprises and Single |
Senior advisory and high-level global rainmaking and dealmaking
“Jason Ma has proven to be an extremely astute company builder and global business leader.” —Alfred Chuang, Founder & Former CEO, BEA Systems
(“The CEO’s CEO” per Ben Horowitz, Co-Founder & GP, a16z)
“Jason Ma is the trusted voice you want in the room to navigate what really matters next.” —Principal, Single Family Office
Steve Forbes and Jason Ma at the Forbes Global CEO Conference
Jason Ma personally and discreetly works with select enterprises and single family offices (SFOs) on consequential business, investment, and legacy matters. Work may include:
• High-level global rainmaking and dealmaking: targeted introductions to major customers, partners, investors, and acquirers worldwide
• Senior advisory: strategic positioning, narrative, sequencing, decision quality, stakeholder alignment, and execution on complex matters
• Legacy building and succession planning: support when UHNW family dynamics, leadership, ownership, and enterprise outcomes intersect
• Smart direct AI/tech investing: perspective and guidance on select major opportunities, capital strategy, and direct investing signals.
Jason Ma and Blackstone Chairman & CEO Steve Schwarzman at the B20/G20 in China
Not a management consulting firm. No junior teams. No generic decks. Personally led, selective, discreet, and high-powered.
Jason is also Chief Business Officer and an investor at AdXero, actively co-building a new category in a $700B+ global market.
Selected insights: Single Family Offices & UHNWI Investors: The Rise of Smart Direct AI/Tech Investing (Impact Wealth), plus Additional Insights • SFO Trends in the Age of AI (Silicon Valley Economic Forum) • Family Office Trends: Where Smart Capital Is Going in AI (AI Summit @ Stanford)
Jason Ma chaired the Silicon Valley Economic Forum (SVEF) 2026, and moderated its “Single Family Office Trends in the Age of AI” panel with SFO principals.
|
Speaking: Event Organizers |
Global business and education leader speaking on family offices & private wealth, Next Gens, AI/tech innovation & investing, leadership, geopolitics, legacy, and the future of work and education
“It was great to tap into Jason’s insights on tech trends, the future of work, and leading multi-cultural teams worldwide. His advice on becoming the best version of yourself by constantly growing felt especially meaningful.” —Kiran Vuppu, EVP/CIO, Commercial Lending and Banking Technology, Wells Fargo
“Having an exceptional event chairman makes a significant difference. We were fortunate to have Jason chair our Family Office events in the Hamptons and Napa. His skillful facilitation enriched the panels and contributed to an engaging, dynamic atmosphere.” —David Leibowitz, SVP of Investor Relations, Opal Group
Jason Ma keynoting on global geopolitics and strategic business implications at a family office and RIA summit
Jason Ma works with select event organizers, speakers bureaus, corporate hosts, and media outlets as a keynote and fireside speaker, moderator, panelist, forum chair, and featured guest.
He brings a rare combination of deep intergenerational mentoring experience, high-level relationships, and perspectives across AI/tech innovation and investing, global business building, and geopolitics.
Ma’s audiences range from Next Gens and parents to entrepreneurs, CEOs and executives, investors, family office principals and CIOs, and billionaires.
He accepts select invitations where he can contribute meaningfully.
Signature topics:
1. Geopolitics, B20/G20, and Strategic Business Roadmaps in a Turbulent World
2. Family Offices and UHNW Private Wealth: Trends, Risks, and Opportunities
3. Next Gen Leadership, Philanthropy, Legacy Building, and Wealth Transfer
4. AI/Tech Direct Investing for Single Family Offices (SFOs) and UHNW Investors
5. AI/Tech Innovation and Disruption: What Leaders and Investors Should Do Now
6. Elite College Admissions, Human Capital, and the Future of Work and Education
7. Faith, Mental Health, and Emotional, Social, and Leadership Intelligence (3EQ)
Speaking Calendar & Thought Leadership →
Jason Ma co-MC’ed the Sustainable Gala commencing UNGA 2022, in the presence of Heads of UN Delegations, First Ladies, Ambassadors, CEOs, and other VIPs. The gala was MC’ed by Fashion 4 Development Founder Evie Evangelou, and Jason was inducted into the League of Gentlemen.
Success Stories
I got admitted to Columbia (in NYC), Mr Ma!! I am extremely happy. Couldn’t sleep all night. I am incredibly grateful for all your guidance and believing in me from the start! I’ll never forget that. Thousand thanks to you and Team ThreeEQ!!
.
My son was feeling great when he finished the call with you last evening. You have a gift in the way you work with these kids. I get it.
Having an exceptional event chairman makes a significant difference. We were fortunate to have Jason chair our Family Office events in the Hamptons and Napa, where his skillful facilitation enriched the panels and contributed to an engaging, dynamic atmosphere.
Upcoming Speaking
AND RECENT ENGAGEMENTS:
Panelist: The Next Generation of Family Leadership—Navigating Succession, Governance, & Legacy
Family Office & Private Wealth Management Forum West (Opal Group)
Napa Valley Marriott Resort, CA — October 21–23
Speaker
AI/Tech Investing Forum (Opal Group)
LinkedIn Headquarters, San Francisco, CA — October 20
Moderator
Global Investors Annual Meeting (LinkBridge Investors)
New York, NY — September 29
Panelist: The New World Order: Investing Through Geopolitical Transformation
Next Generation Family Office Leadership Brunch (Opal Group)
Southampton Arts Center, Southampton, NY — August 27
Chairman
Moderator: Bridging Generations: Wealth Transfer Dialogues Between Family Office Parents and Heirs (Opening Panel)
Family Office & Private Wealth Legacy Summit 2026 (Opal Group) | Pre-Summit Post
Parrish Art Museum, Watermill, NY — August 25–26
(Third consecutive year chairing this Opal flagship summit since its inaugural in 2024 | Opal Hamptons 2025 Post)
.
View Jason Ma’s Speaking Calendar →
FORBES & OTHER ARTICLES
.
Jason Ma is the author of Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Achievers, a highly acclaimed book, and a former Forbes contributor whose articles on Ivy League and elite college admissions, higher education, Next Gen leadership, and entrepreneurship have surpassed 2 million views.
His thought leadership has also appeared in Worth, Impact Wealth, Family Office Magazine, Family Wealth Report, WealthBriefing, and other publications.
,
Why to Start Preparing for College in Sixth Grade