ThreeEQ

AWARD-WINNING CHIEF MENTOR
GUIDING NEXT-GEN LEADERS AND
STRENGTHENING FAMILY LEGACIES

ThreeEQ 3EQ 3 EQ College Consulting UHNWI High Net Worth Parents

Elite Admissions, Executive Mentorship, and Strategic Advisory
Selective AI/Tech Investing and Global Leadership

Jason Ma, Founder, CEO & Chief Mentor of ThreeEQ, in conversation with The CEO Magazine

“We inspire and guide high-achieving people—young and seasoned—to achieve, grow, and contribute as grounded, wise leaders who elevate their families, businesses, and the world.”
—Jason Ma

IN THE SPOTLIGHT

• Jason Ma speaks at and at times chairs Family Office, AI/tech, investment, and leadership summits in the U.S. (including the Hamptons) and internationally, inspiring audiences from Gen Z and parents to CEOs and billionaires.

• Thought Leadership for Parents, Next Gens, Family Offices, and UHNW Investors:

– Preparing Next Gens, Strengthening Family Legacies
– Preparing Next Gens for Elite Admissions & Beyond
– Global Risk & Where Smart Capital Is Moving
– Single Family Offices: The Rise of Smart Direct AI/Tech Investing

Events & News | Videos | Articles

“You have a gift in how you work with these kids. I get it.”
—Don Levy, Former SVP of Marketing, Sony Pictures

ThreeEQ is an iconic, trusted family business led by Founder and CEO Jason Ma, award-winning Chief Mentor of Next-Gen Leaders. We inspire and guide high-achieving middle/high school, college, and graduate students—as well as young professionals in select UHNW families—through holistic, strategic, and personalized 1-on-1 mentorship to achieve outstanding outcomes with well-being and happiness.

Our mentees have earned admission to top universities, built high-impact careers, grown as emotionally, socially, and leadership-intelligent (3EQ) young adults, and strengthened family unity and legacy. Each engagement is personally led by Mr. Ma and supported by Team ThreeEQ, with a near-100% success rate among coachable, committed clients.

The greatest cost for families is often opportunity loss—when a Next Gen doesn’t receive trusted third-party guidance early enough or doesn’t complete the process. ThreeEQ’s mentorship goes far beyond traditional “college consulting” and “career coaching”: it integrates practical psychology, strategic positioning, leadership development, and long-term clarity in life and career.

At the core is Mr. Ma’s powerful 4S and 3EQ framework:
• 4S — Visionary Story, State, Strategies, & Soft+Hard Skills
• 3EQ — Pragmatic Emotional, Social, & Leadership Intelligence

👉 For Middle Schoolers
👉 For High School Students
👉 For College & Graduate Students
👉 For Young Professionals
👉 For Parents & Family Leaders

“Your coaching has been incredibly helpful to me.”
—Female Boomer Entrepreneur

Jason Ma personally coaches and mentors a select number of CEOs, founders, and senior executives navigating growth transitions, inflection points, and complex decisions. His guidance helps private clients:

• • Achieve next-level business, career, and personal success with well-being and happiness
• • Make smarter decisions in high-stakes and uncertain environments
• • Lead through change and major life or career transitions
• • Strengthen resilience, emotional fitness, and communication
• • Enhance influence and multigenerational legacy

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For senior leaders, the greatest cost is rarely fees—it is opportunity loss, often caused by delaying trusted external guidance or losing momentum before the process is complete. ThreeEQ’s coaching goes far beyond standard “executive coaching”: it integrates strategic clarity, human capital mastery, emotional/social/leadership intelligence, and long-term performance sustainability.

👉 Inquire About Private Executive Coaching

For Family Offices & Companies Strategic Advisory on Legacy, Succession, and Growth Selective AI/Tech Investing   “Jason Ma is the trusted voice you want in the room to navigate what really matters next.” —Principal, Single Family Office     NFL Hall of Famer, former SF 49ers superstar quarterback, and private equity leader Steve Young, Jason Ma, and fellow speakers at the Legacy Builders Summit Jason Ma advises principals, CIOs, and leadership teams of select Single Family Offices (SFOs), UHNW family enterprises, and private and public companies with discretion and deep trust. His work focuses on high-stakes decisions where clarity, discernment, and long-term perspective matter most, including: • Preparing Next Gens for effective leadership, succession, and stewardship • Facilitating thoughtful conversations on legacy, family governance, and complex situations • Sharing and evaluating select direct AI/tech investment opportunities and long-term capital strategies • Rainmaking, making strategic introductions, and enhancing sustainable competitive advantage • Advising with discernment on consequential decisions across complex deals and transitions   Jason also serves as Chief Business Officer and an investor at AdXero, a disruptive, patented AI/tech venture that intentionally maintains a low public profile. This work further informs his perspective on innovation, capital allocation, and long-term value creation.   👉 Send a Discreet Inquiry

Testimonials: Client Voices

“You’re our secret weapon.” —Various Private Client Families

“Your coaching helped bring our family closer together.” —Parent of Ivy Admit.

“You get through to these kids in a way most can’t.” —Fortune 500 CEO

“What an incredibly beautiful soul you are and how invaluable you were to our events.” —Kelly Darr, Producer, Fashion 4 Development

“One of the best family office conferences I’ve attended. So well chaired!” —Stuart MacDonald, Chairman, Level III Capital

“Jason Ma’s book ‘Young Leaders 3.0’ is a tour de force.” —Narayana Murthy, Founder, Infosys (Billionaire)

View Inspiring Testimonials & Success Stories

Speaking, Media, & Global Impact A Trusted Voice on Family Offices, AI/Tech Investing, Geopolitics, G20/B20 Affairs, Leadership, Legacy, Mental Health, Next-Gen Leaders, Ivy League/Elite Admissions, and the Future of Work & Education

Jason Ma was inducted into the League of Gentlemen at the Sustainable Gala commencing UNGA 2022, in the presence of Heads of UN Delegations, First Ladies, Ambassadors, CEOs, and other VIPs. The grand event was MCed by Fashion 4 Development Founder Evie Evangelou and co-MCed by Jason Ma.

“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.”
—David Leibowitz, SVP of Investor Relations, Opal Group

Steve Forbes and Jason Ma at the Forbes Global CEO Conference

Jason Ma is a global speaker, moderator, and thought leader sought after for his distinct perspectives on family offices, next-gen leadership, geopolitics, AI/tech innovation and investing, legacy building, and wealth stewardship.

• Leading B20 member through 11 G20 presidencies—Australia, Turkey, China, Germany, Argentina, Italy, Saudi Arabia, Indonesia, India, Brazil, and South Africa—helping shape private-sector policy recommendations to the G20 leaders and governments. The United States will host the G20 and B20 in 2026.

• Acclaimed author of Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Achievers, former Forbes contributor on Mentoring Young Leaders (~2M views), and influential media voice (view: articles and videos)

• Former Forbes Global CEO Conference delegate for eight years

👉 Book Jason to Speak

View Speaking Engagements