PREPARING NEXT-GEN LEADERS FOR
GREATNESS & ELEVATING LEGACIES
ThreeEQ 3EQ 3 EQ College Consulting UHNWI High Net Worth Parents
Elite College Admissions. Executive Coaching.
Strategic Advisory & Selective AI/Tech Investing.
Sought-After Global Speaking.
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, award-winning Chief Mentor of Next-Gen Leaders
IN THE SPOTLIGHT |
• ThreeEQ CEO Jason Ma inspires as a sought-after speaker at Family Office, AI/Tech, Investment, and Leadership Summits in New York, Newport, the Hamptons, Palm Beach, Miami, Silicon Valley, Napa, Beverly Hills, Dana Point, and internationally
• New Thought Leadership: Single Family Offices (SFOs) and UHNWI Investors: The Rise of Smart Direct AI/Tech Investing — featured digitally and in print in:
– WealthBriefing and Family Wealth Report (Nov 2025)
– Red Hot Monde Magazine (Nov 2025), pp. 50-52
– Impact Wealth Magazine (Fall/Winter 2025)
• ThreeEQ Prepares Next-Gen Leaders (Teens to CEOs):
– For Elite Admissions—and Lives of Purpose, Resilience, and Impact
– For Greatness, Elevating UHNW Family Legacies
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For Next Gens & Their Families Private Mentorship for Elite College Admissions, |
“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, CEO, and award-winning Chief Mentor of Next-Gen Leaders Jason Ma. 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 great outcomes with well-being and happiness.
Our mentees have earned admission to top universities, launched high-impact careers, grown as emotionally and socially intelligent and compassionate leaders, and helped strengthen family harmony 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.
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
Jason Ma chaired the Family Office & Private Wealth Legacy Summit 2025 and moderated its opening panel, “Bridging Generations—Wealth Transfer Dialogues Between Parents and Heirs,” in the Hamptons. A special moment with his two Gen Z daughters, Sabrina and Lydia, contributing together onstage.
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For Entrepreneurs & Senior Leaders Private Executive Coaching for Next-Level Business, |
“Your coaching has been incredibly helpful to me.”
—CEO Private Client
Jason Ma personally coaches a select few CEOs, founders, and senior executives navigating growth transitions or inflection points. His guidance helps private clients:
- • Achieve next-level business, career, and personal success
- • Make smarter decisions in high-stakes, complex situations
- • Lead through change and navigate major life or career transitions
- • Strengthen resilience, emotional fitness, and communication
- • Enhance influence and family legacy across generations
👉 Inquire About Private Executive Coaching
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For Family Offices & Companies Strategic Advisory on Legacy, Succession, and Growth.
“Jason Ma is the trusted voice you want in the room
Jason Ma advises principals and leadership teams of select Single Family Offices (SFOs), private and public companies, and UHNW family businesses with discretion and deep trust. Key areas include:
Jason also serves as CBO and investor at AdXero, a transformative AI/tech venture—offering additional insight in innovation, investing, and growth.
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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
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Speaking, Media, & Global Influence A Trusted Voice on Family Offices, AI/Tech Investing, Geopolitics, G20/B20, Leadership, Legacy, Mental Health, Next Gens, Ivy League Admissions, and the Future of Work & Education |
At the gala banquet opening UNGA 2022, Jason Ma was inducted into the League of Gentlemen. In the presence of Heads of UN Delegations, First Ladies, Ambassadors, CEOs, and other VIPs, the event was MCed by Fashion 4 Development Founder Evie Evangelou and co-MCed by Jason.
“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
Jason Ma is a sought-after speaker, moderator, MC, and thought leader, with a unique lens on global leadership, geopolitics, intergenerational success, and wealth stewardship.
• Leading B20 member through 11 G20 presidencies—Australia, Turkey, China, Germany, Argentina, Italy, Saudi Arabia, Indonesia, India, Brazil, and South Africa (2025)—helping shape private-sector policy recommendations to G20 leaders and governments. The United States will host the G20 and B20 in 2026.
• Acclaimed author of Young Leaders 3.0, former Forbes contributor (~2M views), and influential media voice (view: articles and videos)
• Former Forbes Global CEO Conference delegate for eight years
. Harvard Business School Association Keynote . Co-sponsored by alumni clubs from Harvard Business School (HBS, organizer), Harvard, Wharton, Stanford GSB, & Berkeley Haas, Jason Ma enlightened a packed audience of alumni parents, leaders, and students as the sole speaker at a special event: “Preparing Your Children for High School, College Admissions, University Life, Early Career, and Personal Success.” |
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Legacy Builders Conference Fireside Chat Jason Ma opened the Legacy Builders Conference in Silicon Valley with an inspiring fireside chat, “Engaging The Next Generation.” Host Alan Olsen shared: “Your insights were incredibly valuable, and your holistic approach to mentoring next-gen leaders truly resonated with everyone.” Jason shared the stage with NFL Hall of Famer and private equity leader Steve Young, who delivered the closing fireside chat. |
. Family Office Magazine Conference Panel . At the Family Office Magazine (Virtual) Conference, Jason Ma moderates “The Art of Mentoring the Next Gen and Succession Planning” with top leaders from two Single Family Offices and a Silicon Valley tech veteran. |
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9×90 Show Hosted By a Family Office Next Gen |
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.
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.
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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.
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.
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.
Upcoming Speeches
Jason Ma’s inspiring speaking and show guest engagements include the Following:
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2026
Chair, Day One
Speaker
Silicon Valley Economic Forum
May 15-16
Chairman
Family Office Winter Forum (Opal Group)
New York City — Mar 10
2026 Host Committee Member
Legends for Charity Dinner (Premier Super Bowl Event) Benefiting St. Jude Children’s Research Hospital
San Francisco Marriott Marquis — Feb 5 | 5-8pm PT
Show Guest: Direct AI/Tech Investing
Family Office Access: Lunch and Learn
Live online — Jan 15 | 1-2pm ET.
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2025
Chairman
Emerging Managers Summit (Opal Group)
and
Speaker: Capital’s Next Big Move: Where’s the Smart Money Going
Alternative Investing Summit
The Ritz-Carlton, Laguna Niguel, Dana Point, CA — Dec 7-9
Show Guest
Anchoring Hope
Q4, 2025
Moderator: Single Family Office Trends
Los Angeles Family Office & HNW Conference (DC Finance)
The Maybourne Beverly Hills, CA — Nov 19
Moderator: Single Family Office Trends
Silicon Valley Family Office & HNWIs Conference (DC Finance)
Treehouse Hotel Silicon Valley, CA — Nov 17
Chair, Day One
Moderator: Navigating Geopolitics, Economic Uncertainty, and Policy Impacts on Family Wealth
Family Office & Private Wealth Management Forum West (Opal Group)
Napa Valley Marriott, CA — Oct 22-24
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: Stories, Insights, and Tips for Next-Generation Achievers, Jason Ma’s Forbes articles on Ivy League & elite college admissions, higher education, next-gen leadership, and entrepreneurship (~2 million views) include the following. Mr. Ma’s featured articles in Impact Wealth, Family Office, Red Hot Monde, and other magazines, as well as WealthBriefing, Family Wealth Report, Wealth-X, etc. appear below this section.
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Why to Start Preparing for College in Sixth Grade
College Apps: Stanford, Anyone?
When to Say No to Harvard (College Rankings Demystified, It’s About Fit)
Events & News
To invite Jason Ma—award-winning chief mentor, AI/tech entrepreneur and investor, global business and education leader, G20/B20 strategic voice, acclaimed author, and sought-after speaker—to inspire your audience, please visit his Professional Speaking page. See the “Invite Jason Ma to Speak” section for details and to get in touch.
Below are select speaking engagements, guest appearances, media features, and thought leadership highlights. Mr. Ma brings strategic wisdom, global perspective, and intergenerational insight to audiences ranging from Gen Z to billionaires.
Please note: ThreeEQ does not organize events or shows—Mr. Ma participates by invitation as a featured speaker, chair, moderator, or guest. He accepts select invitations where his presence can make a meaningful difference.
Speaking Topics include:
1. Geopolitics, G20/B20, AI/Technology, and Strategic Business Roadmaps
2. Family Office Trends, AI/Tech and Alternative Investing, and Private Wealth
3. Next Gen Leadership, Legacy Building, Philanthropy, and Generational Wealth
4. Building Disruptive AI/Tech Ventures with Wisdom as Entrepreneurs and Investors
5. Faith, Mental Health, and Pragmatic Emotional, Social, and Leadership Intelligence (3EQ)
6. Ivy League/Elite College Admissions, Human Capital, and the Future of Work and Education
2026
Chair, Day One
Speaker
Silicon Valley Economic Forum
May 15-16
Chairman
Family Office Winter Forum (Opal Group)
New York City — Mar 10
2026 Host Committee Member
Legends for Charity Dinner (Premier Super Bowl Event) Benefiting St. Jude Children’s Research Hospital
San Francisco Marriott Marquis — Feb 5 | 5-8pm PT
Show Guest: Direct AI/Tech Investing
Family Office Access: Lunch and Learn
Live online — Jan 15 | 1-2pm ET
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2025
Q4:
Chairman
Emerging Managers Summit (Opal Group)
and
Speaker: Capital’s Next Big Move: Where’s the Smart Money Going
Alternative Investing Summit
The Ritz-Carlton, Laguna Niguel, Dana Point, CA — Dec 7-9
Guest
Annual Co-Investors Luncheon during Art Basel Miami (Ligo Partners SFO | Invitation Only)
Miami, FL — Dec 5
Show Guest
Anchoring Hope
Q4, 2025
Participant
Camp Cowboy Family Office Retreat (Invitation Only)
Austin, TX — Nov 21-23
B20 Member
B20 South Africa Summit (Part of the G20 Process)
Johannesburg, South Africa — Nov 18-20 (may miss because of pre-commitment)
Moderator: Single Family Office Trends
Los Angeles Family Office & HNW Conference (DC Finance)
The Maybourne Beverly Hills, CA — Nov 19
Guest
Global Investors Annual Meeting (LinkBridge Investors)
Newport Beach, CA — Nov 17-18
Moderator: Single Family Office Trends
Silicon Valley Family Office & HNWIs Conference (DC Finance)
Treehouse Hotel Silicon Valley, CA — Nov 17
Guest
Global AI Pitch Summit Silicon Valley 2025 (Co-Hosted by Stanford Entrepreneurs, Stanford Founders, & BFC)
Santa Clara Convention Center, CA — Nov 15-16
Guest
Multiverse Summit 2025 – AI Forward: Accelerating Innovation at Scale (Invitation Only)
Rosewood Sand Hill, Menlo Park, CA — Nov 14
Author: Single Family Offices (SFOs) and UHNWI Investors: The Rise of Smart Direct AI/Tech Investing
• WealthBriefing and Family Wealth Report (November 2025)
• Red Hot Monde Magazine (November 2025 Edition), pp. 50-52
• Impact Wealth Magazine (Fall/Winter 2025 Edition)
VIP Guest (Invited by GLO)
AI Investment Summit 2025 @ UC Berkeley
Pauley Ballroom, UC Berkeley, CA — Nov 2
Chair, Day One
Moderator: Navigating Geopolitics, Economic Uncertainty, and Policy Impacts on Family Wealth
Family Office & Private Wealth Management Forum West (Opal Group)
Napa Valley Marriott, CA — Oct 22-24