ThreeEQ

Preparing Next Gen Leaders.
Strengthening Legacies.

ThreeEQ CEO & Chief Mentor Jason Ma in conversation for The CEO Magazine

“ThreeEQ helps individuals, families, and leadership teams gain strategic clarity, make better decisions, and execute effectively—building enduring success with 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, an award-winning Chief Mentor of Next Gen Leaders, senior advisor and rainmaker, and AI/tech entrepreneur and investor.

Trusted by select private clients worldwide, each engagement is personally led by Jason Ma, supported by Team ThreeEQ, and focused on great outcomes and well-being.

• Private 1:1 coaching and mentorship for Next Gens (Gen Z through Gen X), UHNW families, and CEOs and senior leaders: elite college admissions (teens), grad/professional school admissions, leadership and career advancement, legacy building, and succession planning

• Senior advisory and global rainmaking for enterprises and Single Family Offices (SFOs)

• Speaking and forum leadership on Family Offices, AI/tech, investing, geopolitics, leadership, legacy building, Next Gens, and the future of work and education

EVENTS: SPEAKING CALENDAR
(Apr–May 2026)

5/15–16: Silicon Valley Economic Forum (SVEF)
Chair + Moderator: Opening Fireside Chats + Moderator:
Family Office Trends in the Age of AI
5/7: AAPI Heritage, Entrepreneurship, & Mental Health
Opening Keynote Speaker
4/16–17: AI Investment Summit Silicon Valley
Panelist: How Family Offices Invest in VC Funds & Direct Deals

THOUGHT LEADERSHIP
(A selection of recent actionable insights)

– Leading Like Christ: The Mission Greater Than AI. Video

NEXT GEN LEADERS
– Elite College Admissions in the Age of AI (Worth). Video
– Lydia Ma: Wharton to Engineering, Promotion at Stripe. Post
– Preparing College Students for Success with Well-Being. Post

AI & TECH INVESTING
– AI, Direct Investing, & Family Office Decision-Making. Video
– SFOs: The Rise of Smart Direct AI/Tech Investing. Article
– SFOs & UHNWIs: Additional Insight on Investing. Article

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 coaching and mentorship to achieve strong outcomes and to grow with well-being and happiness.

Private mentees have earned admission to top colleges/universities and graduate/professional schools, built and risen in 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 private client students and parents.

The greatest cost is opportunity loss and/or long-term regret, not fees. It often comes from delayed trusted third-party guidance, misdirection, or lost momentum at critical moments—or a combination. We help prevent that.

ThreeEQ includes elite admissions, career, life, and executive coaching and mentorship, and goes deeper. 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 execution abilities, and key relationships to perform and advance 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 and Hard Skills

• 3EQ: Practical Emotional, Social, and Leadership Intelligence

>> High School Students
>> College Students and Young Adults
>> Parents & Family Leaders

“Your coaching has been incredibly helpful to me.”
—Entrepreneur and mother of adult children

NFL Hall of Famer, former 49ers quarterback, 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, designed to strengthen discernment, decision-making, execution, performance, leadership, and long-term sustainability—with well-being.

Common outcomes
Better results, 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 and/or long-term regret, not fees. It often comes from delayed trusted third-party guidance, misdirection, or lost momentum at critical moments—or a combination. We help prevent that.

>> Send a Discreet Inquiry

For Enterprises and Single Family Offices Senior advisory, global rainmaking, and major dealmaking   “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: • Global rainmaking and major dealmaking: 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 help 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 . 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, and discreet. Jason is also 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, human and financial 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

To invite Jason Ma to speak, contribute, and inspire at your forum, show, or private event, please visit his Professional Speaking page (ThreeEQ.com/speaking) and follow the steps in the Invite Jason Ma to Speak section.

Ma accepts select invitations where he can contribute meaningfully. He brings strategic perspective, global context, and intergenerational insight to audiences ranging from Gen Z and parents to CEOs and billionaires.

His selected engagements and recent thought leadership are listed on ThreeEQ.com/events. As a sought-after keynote and fireside speaker, moderator, panelist, and forum chair, Ma’s signature speaking topics include:

1. Geopolitics, G20/B20, and Strategic Roadmaps in a Turbulent World
2. Family Offices and UHNW Private Wealth: Trends, Risks, and Opportunities
3. AI/Tech Direct Investing for Single Family Offices and UHNW Investors
4. AI/Tech Disruption: What Leaders and Investors Should Do Now
5. Next Gens (Gen Z to Gen X), Legacy Building, and Wealth Transfer
6. Elite College Admissions, Human Capital, and the Future of Work and Education
7. Faith, Mental Health, and Practical Emotional, Social, and Leadership Intelligence (3EQ)

>> Book Jason Ma to Speak