Preparing Next Gen Leaders.
Strengthening Legacies.
• Private mentorship for Next Gens, families, and senior leaders
• Global rainmaking, major dealmaking, and strategic advisory for enterprises and single family offices
Rooted in strategy, execution, relationships, and well-being. For people who value discretion, discernment, and durable outcomes.

ThreeEQ CEO & Chief Mentor Jason Ma in conversation with The CEO Magazine
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The ThreeEQ Difference |
“ThreeEQ helps individuals, families, and leadership teams make better decisions, execute with clarity, and build durable success with well-being.”
—Jason Ma, ThreeEQ

Co-MC Jason Ma onstage at the F4D Banquet for UNGA 2022. (Photo by Slaven Vlasic/Getty Images for Fashion 4 Development)
ThreeEQ is a family business led by Founder and CEO Jason Ma, an award-winning Chief Mentor of Next Gen Leaders, AI/tech entrepreneur and investor, B20/G20 member, global rainmaker and strategic advisor, acclaimed author, and speaker.
Trusted by select private clients worldwide (including Next Gens, parents, UHNW families, CEOs, senior leaders, and entrepreneurs), each engagement is personally led, selective, and discreet, focused on enduring outcomes and well-being.
• Private 1:1 mentorship for Next Gens, parents, and senior leaders: success with well-being in elite college admissions, leadership, and careers
• Global rainmaking, major dealmaking, and strategic advisory for enterprises and single family offices (SFOs)
• Speaking and forum chairing on family offices, AI/tech, geopolitics, investing, leadership, Next Gen development, and education
SPEAKING CALENDAR
(Jan–Feb 2026)
• Feb 25–26 — Moderator (“The Rise of Smart Direct AI/Tech Investing”) and fireside speaker (“A Conversation with Chief Mentor Jason Ma”), IPI Winter Investment & Family Office Forum (Campden Wealth), Santa Monica. Link
• Jan 22 — Show guest, Family Office TV: “Geopolitics 2026 — U.S. Politics, China, Venezuela, Europe’s Degrowth, the Arctic Scramble, and Where Smart Money Is Moving” (Live). Link
• Jan 15 — Show guest, Family Office Info Live: “AI, Direct Investing, and the Future of Family Office Decision-Making” (Live). Link
THOUGHT LEADERSHIP
A small selection of recent insights
– Preparing Next Gens for Elite College Admissions. Link
– Preparing Next Gens, Strengthening Family Legacies. Link
– Global Risk and Where Smart Capital Is Moving. Link
– The Rise of Smart Direct AI/Tech Investing. Link
Events & News | Speaking | People
B20/G20 | Testimonials | Videos | Articles
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For Next Gens and Families Private Mentorship for Elite College Admissions, |
“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 inspires and guides select middle, high school, college, and graduate students, and young professionals, through highly personalized, private 1:1 mentorship to achieve strong outcomes with well-being and happiness.
Private mentees have earned admission to top colleges and universities, built high-impact careers, grown as emotionally and socially intelligent leaders, and strengthened family unity and legacy.
Each engagement is personally led by Mr. Ma, supported by Team ThreeEQ, and designed to deliver consistently strong outcomes among coachable, committed clients.
The greatest cost is opportunity loss and long-term regret, not fees, when trusted third-party guidance comes too late, or the journey isn’t completed with clarity and consistency.
ThreeEQ includes college admissions consulting, and career, life, and executive coaching, and goes further. We integrate practical psychology, strategic positioning, and holistic development. Next Gens build growth mindset, strategic thinking, high-impact activities and habits, soft skills, leadership, and relationships to perform at their best across education, life, and career.
At the core is Mr. Ma’s well-established 4S and 3EQ framework:
• 4S: Visionary Story, State, Strategies, and Soft + Hard Skills
• 3EQ: Practical Emotional, Social, and Leadership Intelligence
Middle Schoolers
High School Students
College & Graduate Students
Young Professionals
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 and Senior Leaders Private Executive Mentoring for Decision Quality, Leadership Under Pressure, and Inflection-Point Execution |
“Your coaching has been incredibly helpful to me.”
—Entrepreneur and mother of adult children

NFL Hall of Famer and private equity leader Steve Young, Jason Ma, and fellow speakers at the Legacy Builders Summit
Jason Ma serves as a trusted executive mentor to select CEOs, founders, and senior leaders navigating growth transitions, inflection points, and complex decisions.
This work is strategic and pragmatic, and designed to strengthen discernment, performance, leadership, and long-term sustainability with well-being.
Common outcomes
Better execution and outcomes, sharper discernment and decision-making, stronger influence and strategic relationships, smoother transitions, improved resilience under pressure, and stronger practical emotional, social, and leadership intelligence (3EQ).
The greatest cost is opportunity loss, not fees. It often comes from delayed trusted third-party guidance, or lost momentum at critical moments. We help prevent that.
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For Enterprises and Single Family Offices Global Rainmaking, Major Dealmaking, and Strategic Advisory at Inflection Points
“Jason Ma has proven to be an extremely astute company builder and global business leader.” “Jason Ma is the trusted voice you want in the room to navigate what really matters next.”
Jason Ma personally advises select private and public companies, UHNW family enterprises, and single family offices (SFOs) as a global rainmaker and strategic advisor. Trust and discretion matter. He is engaged for high-stakes situations where leadership teams need faster clarity, tighter alignment, and access to the right decision-makers to move major initiatives forward. His work may include: • Global rainmaking and major dealmaking: targeted introductions to the right principals and decision makers—strategic buyers, investors, partners, and operators—paired with clear positioning, a precise ask, and end-to-end follow-through to drive deals to close. • Strategic advisory with discernment through key decisions, inflection points, restructuring, and leadership transitions • Major initiatives and deal support: narrative, sequencing, and stakeholder alignment across partnerships, strategic capital, acquisitions, and large initiatives • Sustainable competitive advantage: stronger decision systems, leadership depth, and execution governance for better outcomes under pressure • Enterprise pattern recognition: perspective shaped by decades across technology, education, finance, and media, plus work with CEOs and boards, and the B20/G20 • Legacy, governance, and succession: when family dynamics intersect with enterprise outcomes • AI/tech direct investing: sharing and evaluating select deals, and long-term capital strategy . ![]() B20/G20 member Jason Ma and Blackstone Chairman & CEO Steve Schwarzman at B20/G20 China Not a management consulting firm. No junior teams. No generic decks. Personally led, selective, discreet, and handled by proposal. Jason also serves as Chief Business Officer and an investor at AdXero, a patented applied AI/tech venture creating a new category in a broken $700B+ legacy industry. The company operates with a purposefully low public profile. This further informs his perspective on innovation, capital allocation, and long-term value creation.
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Speaking Speaking and Forum Chairing on Family Offices, AI/tech, Geopolitics, Investing, Leadership, Next Gen Development, 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, 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 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 grand event was MC’ed by Fashion 4 Development Founder Evie Evangelou, and Jason was inducted into the League of Gentlemen.

Jason Ma keynoting on global geopolitics and strategic business implications at a family office and RIA summit
Jason Ma is a global speaker and forum chair for select forums and private gatherings for family offices, parents and Next Gens, investors, entrepreneurs, corporate leaders, and educators.
Topics include: single family office trends, AI/tech disruption and investing, global geopolitics and strategic roadmaps, family enterprise and succession, Next Gen leadership, and elite education and college admissions.
Jason accepts select invitations where his presence can make a meaningful difference.
. Harvard Business School Association . 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 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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Jason Ma on Your Family Office Podcast: Global Risk & Where Smart Capital Is Moving, with co-hosts Colten Ratz and Karen Melonie Gould and fellow guest Per Wimmer. Jason shares insights on family office and UHNW family priorities, geopolitics, AI/tech, elite admissions, human capital, and investment outlook. |
. Family Office Info Live . Jason Ma on Family Office Info Live: Lunch & Learn Series with host Danielle Patterson and fellow guest Angelo Robles: “AI, Direct Investing, and the Future of Family Office Decision-Making” |
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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
2026
Moderator
Global Investors Annual Meeting (LinkBridge Investors)
New York, NY — Sep 29
Chairman
Moderator, Opening Panel
Family Office & Private Wealth Legacy Summit 2026 (Opal Group)
The Hamptons, NY — Aug 23–26
Chair, Track A
Speaker
Family Office & Private Wealth Management Forum 2026 (Opal Group)
Newport Harbor Island Resort, Newport, RI — Jul 26–29
Special Speaker
Lifest Festival 2026
Appleton, WI — Jul 9–12
Speaker
IPI Mid-Year Forum (Campden Wealth)
New York, NY — Jun 10–11
Chair, Day One
Speaker
Silicon Valley Economic Forum
San Jose, CA — May 15–16
Speaker
Campden Wealth Family Alternative Investment Forum
San Francisco, CA — May 13–14
Chairman
Moderator: Strategies and Smart Money Moves from Leading Family Offices
Family Office Winter Forum 2026 (Opal Group)
New York Marriott Marquis, NY — Mar 10
Show Guest
Anchoring Hope Ministries
Feb (date TBD)
Moderator: The Rise of Smart Direct AI/Tech Investing
Fireside Speaker: A Conversation with Chief Mentor Jason Ma
IPI Winter Investment & Family Office Forum (Campden Wealth)
Regent Santa Monica Beach, CA — Feb 25–26
2026 Host Committee Member
Legends for Charity Dinner (Super Bowl 2026 Premier Event) Benefiting St. Jude
San Francisco Marriott Marquis, CA — Feb 5 | 5–8pm PT
Show Guest: Geopolitics 2026: U.S. Politics, China, Venezuela, Europe’s Degrowth, the Arctic Scramble, and Where Smart Money Is Moving
Family Office TV
Live online — Jan 22 | 1–3pm PT, 4–6pm ET
Show Guest: AI, Direct Investing, and the Future of Family Office Decision-Making
Family Office Info Live: Lunch & Learn Series
Live online — Jan 15 | 10–11am PT, 1–2pm ET
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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
Jason Ma chaired the Family Office & Private Wealth Legacy Summit 2025 by Opal Group and moderated its opening panel, “Bridging Generations—Wealth Transfer Dialogues Between Parents and Heirs,” in the Hamptons. A special moment as his two Gen Z daughters, Sabrina and Lydia, contributed together onstage.
To invite Jason Ma to speak at your forum, show, or private gathering, please visit his Professional Speaking page (ThreeEQ.com/speaking) and follow the instructions in the Invite Jason Ma to Speak section.
Below are Ma’s select engagements and thought leadership highlights. He brings strategic wisdom, global perspective, and intergenerational insight to audiences ranging from Gen Z and parents to CEOs and billionaires.
He accepts select invitations where his presence can make a meaningful difference.
Ma’s signature speaking topics include:
1. Geopolitics, G20/B20, and Strategic Roadmaps in a Volatile World
2. AI/Tech Disruption: What Leaders and Investors Should Do Now
3. Family Offices and UHNW Private Wealth: Trends, Risks, and Opportunity
4. Smart Direct AI/Tech Investing for Family Offices and Investors
5. Next Gen Leadership, Legacy Building, and Wealth Transfer
6. Elite Education, College Admissions, and the Future of Work: Human Capital, Skills, and Next Gen Readiness
7. Faith, Mental Health, and Practical Emotional, Social, and Leadership Intelligence (3EQ)
.2026
B20 Member
The B20 / G20
The United States — 2026
Moderator
Global Investors Annual Meeting (LinkBridge Investors)
New York, NY — Sep 29
Chairman
Moderator, Opening Panel
Family Office & Private Wealth Legacy Summit 2026 (Opal Group)
The Hamptons, NY — Aug 23–26
Chair, Track A
Speaker
Family Office & Private Wealth Management Forum 2026 (Opal Group)
Newport Harbor Island Resort, Newport, RI — Jul 26–29
Special Speaker
Lifest Festival 2026
Appleton, WI — Jul 9–12
Speaker
IPI Mid-Year Forum (Campden Wealth)
New York, NY — Jun 10–11
Chair, Day One
Speaker
Silicon Valley Economic Forum
San Jose, CA — May 15–16
Speaker
Campden Wealth Family Alternative Investment Forum
San Francisco, CA — May 13–14
Delegate
FII PRIORITY Miami 2026
Faena Hotel, Miami Beach, FL — Mar 25–27
Guest
Investing in Healthcare (Opal Group)
7 World Trade Center, New York, NY — Mar 11
Chairman
Moderator: Strategies and Smart Money Moves from Leading Family Offices
Family Office Winter Forum 2026 (Opal Group)
New York Marriott Marquis, NY — Mar 10
Show Guest
Anchoring Hope Ministries
Feb (date TBD)
Moderator: The Rise of Smart Direct AI/Tech Investing
Fireside Speaker: A Conversation with Chief Mentor Jason Ma
IPI Winter Investment & Family Office Forum (Campden Wealth)
Regent Santa Monica Beach, CA — Feb 25–26
2026 Host Committee Member
Legends for Charity Dinner (Super Bowl 2026 Premier Event) Benefiting St. Jude
San Francisco Marriott Marquis, CA — Feb 5 | 5–8pm PT
Show Guest: Geopolitics 2026: U.S. Politics, China, Venezuela, Europe’s Degrowth, the Arctic Scramble, and Where Smart Money Is Moving
Family Office TV
Live online — Jan 22 | 1–3pm PT, 4–6pm ET
Show Guest: AI, Direct Investing, and the Future of Family Office Decision-Making
Family Office Info Live: Lunch & Learn Series
Live online — Jan 15 | 10–11am PT, 1–2pm ET




