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ThreeEQ

Mentoring Young Leaders

ThreeEQ: Preparing Next-Gen Leaders for Greatness & Enhancing Family & CEO Legacies

3EQ | 3 EQ | Family Office | Ultra HNWI | High Net Worth | Parents | College Consulting | Executive Coaching | Speaking

 

Jason Ma, Founder and CEO of ThreeEQ, shares insights for The CEO Magazine. An award-winning Chief Mentor of Next-Gen Leaders, Ma guides a next generation of leaders with his expertise as a top coach, strategist, rainmaker, and speaker.

 

 

“Chief Mentor of
Next-Gen Leaders”

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The CEO Magazine
—Impact Wealth Magazine
Black Tie Magazine
—Clientele Luxury Magazine

—Family Office Magazine
—Family Office Association
Family Office List
—Family Office, Private Wealth, & Investor Conferences by:
. GROCO
. Opal Group
. 361Firm
. DC Finance
. Global Capital Network
. Jaboy Productions
. Marcus Evans
. Association of Family Offices in Asia
. Organizer in Dubai & Riyadh

 

“Chief Mentor of
Next-Gen Leaders”

.
—Leading Speakers Bureaus
—Digital Evolution Institute
—Fashion 4 Development during UNGA
—World Logic Forum during UNGA
—Intergen.Family
—Business Rockstars
NAWRB Women Leaders
—Agreus Group
—Washington Elite
—TiE Young Entrepreneurs
—Podcasts: American Dreams, Family Business, Silicon Valley Insider, Audvisor, Measure Success, Entrepreneurial Empire, Naked Short Club, Capital Club, Zandbergen Report, Take The Lead, Before It Happened, & Others

.

 


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Harvard Business School Association Keynote, Q&A
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Alumni clubs from Harvard Business School (HBS, the organizer), Harvard, Wharton, Stanford GSB, & Berkeley Haas co-sponsor a special event titled “Preparing Your Children for High School, College Admissions, University, Early Career, and Personal Success” with ThreeEQ CEO & Chief Mentor Jason Ma as the captivating sole speaker for a packed audience of discerning alumni parents and leaders across various sectors, along with some students.
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Legacy Builders Conference Opening Panel

Jason Ma spoke at the opening panel, “Engaging The Next Generation,” with fellow panelist Jack Crawford and event co-host Jacqueline Hernandez in the Legacy Builders Conference. Ms. Hernandez reflects, “We extend our heartfelt gratitude for your inspiring contribution. Your insights and expertise greatly enriched our event, and we have received tremendous positive feedback from attendees deeply moved by your presentation. Your message will continue to inspire and guide those who could not attend the event in person. 

 

 

Family Office Magazine Conference Panel
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At the Family Office Magazine Conference 2022, ThreeEQ’s Jason Ma moderates “The Art of Mentoring the Next Gen and Succession Planning” with top leaders Scott Peppet & Wendy Craft at two billionaire families’ single family offices and Silicon Valley tech veteran Vish Mishra as panelists.

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The American Dreams Show
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Show guest Jason Ma engages in a dynamic conversation with host Alan Olsen, Managing Partner of GROCO, on “Shaping Next-Gen Leaders” in The American Dreams Show. Jason shares his holistic coaching approach for families, focusing on key life-stage goal achievement while nurturing “4S and 3EQ” within his uniquely powerful framework. Jason will also be a speaker at GROCO’s Legacy Builders Conference.

 

Family Business Audiocast

In this Family Business Audiocast episode with host R. Adam Smith, ThreeEQ Private Client Parent Michelle Bross and Jason Ma dive into a dynamic dialogue on family office and business strategies, intergenerational leadership development, family legacy building, and other key topics. Michelle is also an investor in Jason’s high-impact tech venture. Listen to the captivating conversation on Apple Podcasts, Spotify, Amazon Music/Audible, iHeart Radio, or Pandora.

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Family Office List MasterClass

Jason Ma leads a Family Office List MasterClass with host Danielle Patterson on “Preparing Next-Gen Leaders for Greatness.” Jason provides invaluable insights on guiding leaders across intergenerational life stages (from Gen Z students to Gen X CEOs) and creating enduring UHNW family and CEO legacies, receiving an overwhelmingly positive response.

 

 

View our exciting
Speaking Engagements

(as of June 20, 2024)

 

 

 

The Ma family (playfully, the “MAfia”) comprises two happy, compassionate Gen Z young adults. Sabrina shines as a top-performing senior software engineer and recognized young leader at Google. Lydia, a Penn Wharton summa cum laude alum of 2022, inspires as a distinguished, top-performing security engineer at Salesforce Slack. Both siblings are on trajectories to become influential leaders in the tech industry.

 

 

 

 

WHAT WE DO FOR
FAMILIES & BUSINESSES

 

 

TESTIMONIALS & SUCCESS STORIES

 

At ThreeEQ, a distinguished family business, we holistically transform the journeys of Private Client Families and Next-Gen Leadersfrom elite college and grad school admissions to next-level career, family, and business successinto remarkable outcomes with well-being. With a nearly 100% success rate for our coachable, committed clients, we invite you to explore some of our inspirational Testimonials and Success Stories.

 

 

HIGH SCHOOLERS COLLEGE STUDENTS & YOUNG ADULTS PARENTS SENIOR LEADERS

 

Under the leadership of Jason Ma, our world-renowned CEO and Chief Mentor, ThreeEQ’s core mission is to prepare Next-Gen Leadersfrom Gen Z to Gen Xfor greatness and enhance Family & CEO legacies. Our expertise spans personalized Elite College & Graduate School Admissions Consulting to Advanced Career, Life, Executive, & Family Coaching.

 

UNIQUELY POWERFUL, PERSONALIZED
1-ON-1 MENTORSHIP

At the heart of our service lies deeply personalized mentorship, which includes pragmatic coaching, meticulously crafted around each student and leader’s unique goals, aspirations, and circumstances, ensuring a tailored path to greatness. Our holistic, strategic, and pragmatic 1-on-1 mentoring and coaching approach not only helps our client students achieve great outcomes in key goals, but also elevates their long-term success and well-being trajectory.

By addressing potential challenges proactively, we ensure long-term benefits and well-being for our clients. We’re dedicated to building lasting legacies, instilling values, and qualities that echo through generations, ensuring our clients’ impacts extend far beyond their immediate success.

 

HOLISTIC, STRATEGIC, & PRAGMATIC
“4S and 3EQ” MENTORSHIP FRAMEWORK

Our uniquely powerful “4S and 3EQ” framework is designed to help our students achieve greater success and well-being over the long term, with focus on honing:

  • – Visionary Story: Cultivating empowering personal narratives, character, and direction.
  • – Emotional and Mental States: Creating conditions for high to peak performance.
  • – Interconnected Strategies: Applying precise academic, activity, admissions, work, and other powerful strategies optimized in your life stage, for maximum impact and results.
  • – Soft Skills: Developing key soft skill sets (critical thinking, communications, collaboration, curiosity, and other core skills) alongside hard skills for standout leadership and effectiveness.
  • – Pragmatic Emotional, Social, and Leadership Intelligence (“3EQ“)

 

 

WHY THREEEQ IS THE PREFERRED CHOICE
FOR UHNW FAMILIES & LEADERS

  • – Great Outcomes: Our unparalleled expertise and history of excellence ensure great results and well-being.
  • – Personalized Attention: As a dedicated family business, we offer a deeply personalized experience, assuring confidentiality and prioritizing our Private Clients’ well-being.
  • – Legacy and Succession Planning: Our expertise transcends conventional success metrics by holistically enhancing lasting legacies, joy, relationships, and peace of mind for UHNW families and CEOs.

 

Discover how ThreeEQ can enhance your Next Gens’ or your journey to greatness. Schedule a personalized consultation today.

 

 

 

 

 

COMPANIES &
FAMILY OFFICES

 

In addition to his role as a preeminent Chief Mentor of Next-Gen Leaders, ThreeEQ CEO Jason Ma serves as a trusted strategic advisor and well-connected rainmaker (dealmaker) for select Corporate CEOs/Boards and Family Offices. We invite you to directly reach out to Jason to explore how he can best help you.

Equipped with profound global business, geopolitical, education, and mentoring acumen, and access to a powerful network of high-level decision-makers, Jason offers keen insights to adeptly navigate complex markets and facilitates high-impact deals/projects (both buy and sell sides) across various sectors, including advanced technologies, education, finance, e-commerce, VTOL aviation, oil refineries, and hospitality. Additionally, his disruptive tech company AdXero, strategic tech investments, and philanthropy embody a holistic, high-impact approach to innovative business leadership.

 

 

Co-MC Jason Ma speaking at the Sustainable Goals Banquet during UNGA 2022, in the presence of Heads of UN Delegations, First Ladies, and other notable attendees.

 

 

 

SPEAKING EVENTS &
SHOW APPEARANCES

 

As a globally renowned thought leader, Jason Ma is a sought-after Speaker and Show Guest. He inspires and enlightens audiences ranging from Gen Z Students to Parents to Managers to CEOs to Billionaires around the world. Whether through speaking engagements, group coaching, or show appearances, Jason delivers actionable insights on a variety of topics. To book Jason Ma, please visit his Professional Speaking page and reach out to us.

 

 

Fashion 4 Development (F4D) Founder Evie Evangelou inducted ThreeEQ CEO and Chief Mentor Jason Ma into the League of Gentlemen at the Sustainable Goals Banquet in the presence of Heads of UN Delegations, First Ladies, Ambassadors, and private sector CEOs and VIPs, commencing UNGA 2022. The spectacular event was MCed by Evie and co-MCed by Jason.

 

Event/Meeting Organizers and Show Hosts/Producers have invited Jason Ma (directly and through Speakers Bureaus) as an inspirational Keynote/Fireside/Panel Speaker, Moderator, Master of Ceremonies, Group Coach, or Show Guest. These include:

 

– B20/G20 Forums
– Corporates
– Associations
– Family Office, Private Wealth, & Investor Conferences by:
. GROCO
. Opal Group
. 361Firm

. DC Finance
. Global Capital Network
. Jaboy Productions
. Marcus Evans
. Association of Family Offices in Asia
. Organizer in Dubai & Riyadh
– Family Office Association
– Family Office Magazine 
– Family Office List
– Digital Evolution Institute
– Intergen.Family
– Podcasts: American Dreams, Family Business, Silicon Valley Insider, Entrepreneurial Empire, Audvisor, Measure Success, Capital Club, Naked Short Club, Zandbergen Report, Take The Lead, Before It Happened, & others

– CNBC’s Managing Asia & Squawk Box
– Channel NewsAsia C-Suite
– Fashion 4 Development during UNGA
– World Logic Forum by Logictry in UNGA
– Horasis Global China & India Business
– World Chinese Economic Summit
– Singapore Career & Education Conf
– Business Rockstars
– Horasis
– Asian American Business Roundtable
– NAWRB (Women Leaders)
– Silicon Dragon Ventures
– CEO Club of Marin
– TiE Young Entrepreneurs
– Alumni Clubs:
   . Harvard Business School (HBS)
   . Harvard
   . Wharton
   . Stanford GSB
   . Berkeley Haas
– Stanford University
– UC Berkeley
– LAUSD Leadership
   

 

 

 

THOUGHT LEADERSHIP

 

 

THE B20 / G20

 

ThreeEQ CEO and Chief Mentor Jason Ma is an appointed, leading member of the Business 20 (B20), the official G20 forum with the global business community. Through the ten G20 Presidencies of Australia, Turkey, China, Germany, Argentina, Saudi Arabia, Italy, Indonesia, India, and Brazil (2024), Jason has contributed to the B20’s annual private sector policy recommendations to the G20 Leaders (Presidents and Prime Ministers) and their governments. The B20 plays a critical role in shaping global economic growth and development to benefit billions of people and countless businesses worldwide.

Jason is uniquely one of a select few Americans appointed annually to the B20 since 2014. With insightful perspectives from global Silicon Valley, he has served on the B20’s Future of Work, Employment, Skilling, and Education Task Force. Jason is also an influential voice on AI & Digital Transformation and Trade & Investment.

 

 

 

VIDEOS OF TOP-TIER TALKS

FORBES, IMPACT WEALTH,
& OTHER ARTICLES

 

Why to Start Preparing for College in Sixth Grade
Forbes

College Apps: Stanford, Anyone?
Forbes

When to Say No to Harvard
Forbes

Student Entrepreneurship Is Humming at Elite Universities
Forbes

How Unconventional Experiential Learning Is Reshaping Higher Education
Forbes

Twelve of Today’s Most Impressive Young Entrepreneurs
Forbes

Preparing Your Children for Elite College Admissions, Life, & Career Success with Well-Being
Impact Wealth Magazine Winter 2023 Issue pages 76-79

Next-Gen Leadership In Turbulent Times
Impact Wealth Magazine

The Art of Mentoring the Next Gen and Succession Planning
Impact Wealth Magazine (also on Family Office Magazine)

The MentorAn Interview with Jason Ma on Intergenerational Leadership & Gen Z
Agreus Group 

Fatherhood: The Linchpin for the Prosperity of Our Next Generation and Family Legacies
LinkedIn

 

 

YOUNG LEADERS 3.0

 

Acclaimed author Jason Ma’s groundbreaking book, Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Achievers, has inspired many. The book features 23 exemplary 17-to-24-year-old (Gen Z and Millennial) achievers, over half of whom were Jason’s students/mentees from prestigious universities, including the Ivy League schools (Brown, Columbia, Cornell, Dartmouth, Harvard, Penn, Princeton, and Yale), Babson, Bowdoin, Colgate, Georgetown, Georgia Tech, MIT, Northwestern, Oxford, Stanford, UC Berkeley, UCLA, UChicago, and USC.

Young Leaders 3.0 takes a human and multifaceted approach to these young leaders’ achievements and growth, going beyond traditional markers of success like GPAs, standardized test scores, and resumes. It provides an inside look at personal successes and failures, along with valuable lessons learned and proven strategies for young people to get ahead in life with well-being.

 

 

 

 

 

 

Success Stories


Mr. Ma inspired a room full of overachieving Stanford students and instructors with a relatable and actionable presentation. His talk included colorful personal anecdotes and a good sense of humor. We were very grateful for his contribution.

Rebeca Hwang, Lecturer, Stanford University, & Managing Partner, Rivet Ventures


Jason Ma and his book Young Leaders 3.0 serve to get the synapses firing between young professionals/entrepreneurs and seasoned leaders. and act as a catalyst for a new generation of leadership.

Jonathan Rosenberg, former SVP of Products, Google & author of “How Google Works”

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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.

Don Levy, former SVP of Marketing & Communications, Sony Pictures


Jason Ma’s book Young Leaders 3.0 is a tour de force. This book is not only extremely helpful in guiding young people but also advantageous for parents and all adults. A classic in the making.

Narayana Murthy, Founder, Infosys & Listed as one of “The 12 Greatest Entrepreneurs of Our Time” by Fortune Magazine


Your 
discussion regarding impact investments were eye-opening as well as intriguing. Your participation brought along a wealth of knowledge and depth, setting a new standard for all our conferences. I look forward to our future events.

Denny Chared, Founder & CEO, DC Finance

View Testimonials

Upcoming Speeches

JASON MA’S SPEAKING & SHOW GUEST ENGAGEMENTS (PARTIAL LIST) INCLUDE:
.

B20 Member
B20 Brazil Meetings (Employment & Education Task Force & B20 Brazil Summit—Part of the G20 Brazil 2024 Process)
Virtual and in Brazil throughout 2024

Speaker
Legacy Builders Palm Beach Conference (for UHNW Families & Family Offices, by GROCO)
Palm Beach, FL, November 2024

Speaker
San Francisco Bay Family Office & HNW Annual Conference (by DC Finance) 
Four Seasons, San Francisco, CA, 18 November 2024

Speaker
Family Office & Private Wealth Management Forum West (by Opal Group) 
Napa Valley Marriott, Napa, CA, 16-17 October 2024

Moderator and Advisory Council Member
World Logic Forum (by Logictry) in UNGA 2024
New York, NY, early September 2024

1. Moderator: Dynamics of Generational Wealth Among Family Office Parents and Their Heirs (Opening Panel)
2. Panelist: Collaborative Wealth Building: Engaging the Next Generation
Family Office & Private Wealth Legacy Summit (by Opal Group) 
Parrish Museum, Water Mill (Hamptons), NY, 27 August 2024

Speaker
Global Capital Network Investor Conference
Newport Beach, CA, 27 June 2024

Speaker: How Artificial Intelligence is Impacting the Future of Venture Investing (Opening Fireside Chat)
The Future of AI, Technology, and Venture (by Digital Evolution Institute, in partnership with Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, CA, 25 June 2024

Panelist: Mental Health in Education (Opening Panel)
The Future of Education (by Juicebox News, in partnership with Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, CA, 24 June 2024

Parent Workshop Leader: Preparing Your Children for High School, College, Early Career, & Personal Success with Well-Being
TiE Young Entrepreneurs (TYE) Conference
Livermore, CA, 19 June 2024

Guest
Global Investors Annual Meeting (by LinkBridge Investors)
New York, NY, 12-13 June 2024

Speaker: Next Gens & Philanthropy
361Firm SF/Palo Alto Conference
Palo Alto, CA, 22 May 2024

Speaker: Engaging the Next Generation (Opening Fireside Chat)
Legacy Builders Conference (for Family Offices and UHNW Families, invite-only by GROCO)
Hayes Mansion San Jose, CA, 15 May 2024

Show Guest: Shaping Next Gen Success
Entrepreneurial Empire Podcast
Virtual, 24 April 2024

Show Guest
N@ked Short Club with Dr. Stu on London’s Resonance FM
Virtual, 15 April 2024, from 9-10pm London Time / 1-2pm PT

Show Guest: From Tech Innovator to Mentor of Future Leaders
The American Dreams Show with Host Alan Olsen, MP at GROCO
21 March 2024

Speaker
361Firm New York Spring Conference 2024
15 Hudson Yards, 91st floor, New York, NY, 20 March 2024

Show Guest & Coach: Preparing Next-Gen Leaders for Greatness
Family Office List MasterClass with Host Danielle Patterson
14 March 2024

Keynote Speaker: Global Geopolitical Turbulence & Implications
Elite Global Leaders Conference by JABOY Productions
Perry Lane Hotel, Savannah, GA, 4-5 March 2024

Show Guest: Family Business and Family Office Leadership
Family Business Audiocast with Host R. Adam Smith
4 March 2024

Show Guest
Masterclass: Exceptionalism in the Family Office with Host Angelo Robles
12 February 2024

Panelist: US investments in Polish, Polish American and East European start-ups and companies
60 Million Congress – Global Polonia Summit 2024
Miami, FL, 1 February 2024

Moderator: Impact, Philanthropy, and Next Gens Panel
Panelist: Combined Emerging Industries and Impact/Philanthropy/Next Gens Panel
361Firm Naples and Miami (Florida) Investment Conferences
AC Hotel, Naples, and Cadillac Hotel, Miami, FL, 27-29 January 2024

Speaker
Intergen (Family Office Ecosystem) Experience at 2024 World Logic Day (WLD)
Austin, TX, 19-21 January 2024

Keynote Speaker: Global Geopolitical Turbulence & Implications
Elite RIA & Family Office Investment Opportunities Summit by JABOY Productions
Hotel Swexan, Dallas, TX, 18 January 2024

Co-Moderator: Impact, Philanthropy, and Next Gens Panel
361Firm NYC Global Conference 2023
New York, NY, 29 November 2023

Panelist: Entrepreneurship and Startups – Lessons, Strategies, Opportunities
Global Chinese Economic & Technology Summit 2023
7 November 2023

Show Guest: How to Maintain Motivation and Reach Your Full Potential
The Measure Success Podcast with Host Carl J. Cox
29 August 2023

Leading B20 Member Delegate
B20 Summit India, Preceding the G20 Leaders’ Summit 2023
Taj Palace, New Delhi, India, 25-27 August 2023

Featured B20 Member
B20 India and Its Task Force on Future of Work, Skilling, and Mobility
30 July 2023

 

 

 

Jason Ma 馬良傑 is a renowned international speaker on preparing for elite US university admissions, forward-looking education and global business leadership.

OUR FORBES COLUMN & ARTICLES

Besides his highly acclaimed book Young Leaders 3.0, Jason Ma’s Forbes articles on Ivy League/Elite College Admissions, Higher Education, Next-Gen Leadership, and Entrepreneurship (1.8M+ views) include the following. Jason’s Impact Wealth Magazine and other articles are underneath this section.

College Apps: Stanford, Anyone?

When to Say No to Harvard

What It Takes to Get Into UC Berkeley

View All Articles & Columns

Events & News

LEARN MORE ABOUT JASON MA’S PROFESSIONAL SPEAKING.
HIS SPEAKING & GUEST ENGAGEMENTS INCLUDE: 

.

B20 Member
B20 Brazil Meetings (Employment & Education Task Force & B20 Brazil Summit – Part of the G20 Brazil 2024 Process)
Virtual and in Brazil throughout 2024

Speaker
Legacy Builders Palm Beach Conference (for UHNW Families & Family Offices, by GROCO)
Palm Beach, FL, November 2024

Speaker
San Francisco Bay Family Office & HNW Annual Conference (by DC Finance) 
Four Seasons, San Francisco, CA, 18 November 2024

Speaker
Family Office & Private Wealth Management Forum West (by Opal Group) 
Napa Valley Marriott, Napa, CA, 16-17 October 2024

Advisory Council Member
St. Jude Gala
Pier 27, San Francisco, CA, 20 September 2024

Moderator and Advisory Council Member
World Logic Forum (by Logictry) in UNGA 2024
New York, NY, early September 2024

1. Moderator: Dynamics of Generational Wealth Among Family Office Parents and Their Heirs (Opening Panel)
2. Panelist: Collaborative Wealth Building: Engaging the Next Generation
Family Office & Private Wealth Legacy Summit (by Opal Group) 
Parrish Museum, Water Mill (Hamptons), NY, 27 August 2024

Speaker
Global Capital Network Investor Conference
Newport Beach, CA, 27 June 2024

Speaker: How Artificial Intelligence is Impacting the Future of Venture Investing (Opening Fireside Chat)
The Future of AI, Technology, and Venture (by Digital Evolution Institute, in partnership with Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, CA, 25 June 2024

Panelist: Mental Health in Education (Opening Panel)
The Future of Education (by Juicebox News, in partnership with Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, CA, 24 June 2024

Parent Workshop Leader: Preparing Your Children for High School, College, Early Career, & Personal Success with Well-Being
TiE Young Entrepreneurs (TYE) Conference
Livermore, CA, 19 June 2024

Guest
Global Investors Annual Meeting (by LinkBridge Investors)
New York, NY, 12-13 June 2024

Alumni Guest
Berkeley IEOR Advisory Board Meeting Reception
UC Berkeley, CA, 28 May 2024

Speaker: Philanthropy & Next Gens
361Firm SF/Palo Alto Conference
Palo Alto, CA, 22 May 2024

Speaker: Engaging the Next Generation (Opening Fireside Chat)
Legacy Builders Conference (for UHNW Families & Family Offices, invite-only by GROCO)
Hayes Mansion San Jose, CA, 15 May 2024

Guest
Conference on Charitable Giving
Stanford University, CA, 8 May 2024

Show Guest: Shaping Next Gen Success
Entrepreneurial Empire Podcast
Virtual, 24 April 2024

Show Guest
N@ked Short Club with Dr. Stu on London’s Resonance FM
Virtual, 15 April 2024, from 9-10pm London Time / 1-2pm PT

VIP Guest
Jets & Capital Dallas (Hosted by Jordan Hutchinson)
Dallas Executive Airport-RBD, 12 April 2024

Distinguished Guest
Dunhill Ventures Family Office Sky Retreat in Aspen
Aspen, CO, 4-6 April 2024

6 April 2024 — Mrs. Fields
Debbi Fields and Jason Ma: A Serendipitous Flight Encounter

On a recent flight from Aspen to SFO, ThreeEQ’s Jason Ma found himself seated next to Debbi Fields, the esteemed founder of Mrs. Fields. Their engaging and extensive conversation covered a myriad of subjects. Debbi, who is a mother to five daughters, excels not only as an exceptional baker but also as an accomplished entrepreneur, business leader, and philanthropist. Among Jason’s personal favorite are her dark chocolate chip cookies. It was indeed a fun trip and memorable encounter!

21 March 2024 — The American Dreams Show, GROCO
Jason Ma Sheds Insight into Shaping Next-Gen Leaders in The American Dreams Show

Show guest Jason Ma, CEO of ThreeEQ, engages in a dynamic conversation with host Alan Olsen, Managing Partner of GROCO, on “Shaping Next-Gen Leaders” in The American Dreams Show. Jason shares his holistic coaching approach for families, focusing on key life-stage goal achievement, from Gen Z students to Gen X CEOs, while nurturing “4S and 3EQ” within his uniquely powerful framework. Jason will also be the speaker on “Engaging the Next Generation” at GROCO’s prestigious Legacy Builders Conference in Silicon Valley on May 15, 2024—an invite-only event for Family Offices and UHNW families. Watch the episode here.

14 March 2024 — Family Office List MasterClass
Jason Ma Leads MasterClass on Preparing Next-Gen Leaders for Greatness and Enhancing Family Legacies

Danielle Patterson, CEO of Family Office List, extends a heartfelt thank you to all participants of the “Preparing Next-Gen Leaders for Greatness and Enhancing Family Legacies” MasterClass hosted by her and led by Jason Ma. Mr. Ma provided invaluable insights on guiding leaders across life stages, from Gen Z to Gen X, and creating enduring family legacies, receiving an overwhelmingly positive response. The MasterClass covered the following and can be viewed via the link above:
1. Risks of short-sighted thinking
2. Benefits of strategic, long-term planning
3. Nurturing soft skills, mindset, and direction in next-gen leaders
4. Definition of the powerful “4S and 3EQ” mentorship framework
5. Role of mentorship in preparing and achieving vital life-stage goals — from Gen Z to Gen X
6. Strategies for elite college admissions, high-end career advancement, and joyful work-life integration
7. Leadership, succession planning, and UHNW family & CEO legacy enhancement.

View All Events & News