ThreeEQ

Preparing Next Gen Leaders.
Strengthening Legacies.

• Chief Mentor to Next Gens, families, and senior leaders
• Senior advisor and rainmaker for enterprises and 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

“ThreeEQ helps individuals, families, and leadership teams make better decisions, execute with clarity, and build enduring success and well-being.”
—Jason Ma, ThreeEQ

Jason Ma onstage as co-MC at a Gala during UNGA 2022. (Photo by Slaven Vlasic/Getty Images for Fashion 4 Development)

ThreeEQ is a family business led by Founder and CEO Jason Ma, award-winning Chief Mentor of Next Gen Leaders, and senior advisor and rainmaker.

He is also a long-standing B20/G20 voice, global business and education leader, AI/tech entrepreneur and investor, and acclaimed author, keynote speaker, and forum chair.

Trusted by select private clients worldwide — including Next Gens, UHNW parents, CEOs, senior leaders, and entrepreneurs — each engagement is led by Jason Ma, supported by Team ThreeEQ, and handled discreetly, 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 and graduate/professional school admissions, leadership, and careers

• Rainmaking, major dealmaking support, and senior advisory for enterprises and single family offices (SFOs)

• Speaking and forum leadership on family offices, AI/tech, geopolitics, investing, leadership, legacy building, Next Gens, and education

SPEAKING CALENDAR
(Jan–Mar 2026)

• Mar 12 — Chairman, Global Investment Conference (Opal Group), New York, NY. Link

• Mar 10 — Chairman and moderator (“Strategies and Smart Money Moves from Leading Family Offices“), Family Office Winter Forum 2026 (Opal Group), New York, NY. Link

• Feb 25–26 — Moderator (“The Rise of Direct AI and Tech Investing in Family Offices”) and fireside speaker (“Next-Gen Mentoring: Shaping Future Stewards of Family Capital”), IPI Winter Investment & Family Office Forum (Campden Wealth), Santa Monica, CA. Link

• Jan 22 — Media Guest, Family Office TV: “Geopolitics 2026 — The U.S., China, Venezuela, Europe’s Degrowth, the Arctic Scramble, and Where Smart Money Moves Next.” Link

• Jan 15 — Media Guest, Family Office Info Live: “AI, Direct Investing, and the Future of Family Office Decision-Making.” Link

THOUGHT LEADERSHIP
A small selection of recent insights

– College to Career: Clarity, Momentum, Durable Success. Link
– Preparing Next Gens for Elite Admissions & Beyond. Link
– Preparing Next Gens, Strengthening Family Legacies. Link
– Global Risk and Where Smart Capital Is Moving. Link
– SFOs: The Rise of Smart Direct AI/Tech Investing. Link

Events & News | Speaking | People
B20/G20 | Testimonials | Videos | Articles

“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/universities and graduate/professional schools, 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 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

“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 coach and 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.

>> Send a Discreet Inquiry

For Enterprises and Single Family Offices Rainmaking, Major Dealmaking Support, and Senior Advisory at Inflection Points   “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 serves select private and public companies, UHNW family enterprises, and single family offices (SFOs) as a senior advisor and rainmaker. Trust and discretion matter. He is engaged at inflection points where leadership teams need faster clarity, tighter alignment, and access to the right decision-makers to move major initiatives forward. Common triggers include leadership transitions, strategic capital decisions, partner or M&A paths, restructuring, and pivotal growth initiatives. Work may include: • Rainmaking and major dealmaking support: targeted introductions to key 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. • Senior advisory at inflection points: discernment through key decisions, restructuring, and leadership transitions • Major initiatives and deal support: narrative, sequencing, and stakeholder alignment across partnerships, strategic capital, acquisitions, and large initiatives • Sustainable advantage under pressure: stronger decision systems, leadership depth, and execution governance • Enterprise pattern recognition: perspective shaped by decades across technology, education, finance, media, and geopolitics, 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 serves as Chief Business Officer and an investor at AdXero, a patented applied AI/tech venture creating a new category in a $700B+ legacy industry. AdXero currently operates with a low public profile by design. Across ThreeEQ and AdXero, Ma focuses on advancing innovation, people and capital, and long-term value creation for enterprises and families.   >> Discuss an Engagement

“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-MCed a 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 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 keynote speaker and forum chair invited by organizers of family office and private wealth, AI/tech innovation and investing, geopolitics, leadership, legacy building, Next Gens, education, and corporate events.

Topics include: single family office (SFO) trends, AI/tech disruption and investing, global geopolitics and strategic roadmaps, UHNW family enterprise and succession planning, Next Gens, and elite education and college admissions.

Jason accepts select invitations where his presence can make a meaningful difference.

>> Book Jason Ma to Speak