Preparing Next Gen Leaders. Strengthening Legacies.

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

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Articles:
– Elite College Admissions in the Age of AI (Worth)
– Gen Z Hiring Signals from Promotion at Stripe
– Next Gen Mentorship at Real Inflection Points
– Smart Direct AI/Tech Investing (Impact Wealth)
Recent Talks:
– Elite College Admissions in the Age of AI (Worth Summit)
– Clarity, Legacy, and Leadership in the Age of AI
– Leading Like Christ in Silicon Valley
– Single Family Office (SFO) Trends in the Age of AI (SVEF)
Upcoming Speaking:
– Family Office & Private Wealth Forum, Newport (Opal Group), July 27–29
– AI Summit @ Stanford, July 31
– Family Office & Private Wealth Summit, Hamptons (Opal Group), Aug. 25–26
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Speaking Calendar & Thought Leadership →
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The ThreeEQ Difference |

Jason Ma as co-MC at a Gala during UNGA. (Photo by Slaven Vlasic/Getty Images for Fashion 4 Development)
ThreeEQ is a family business personally led by Jason Ma, Founder, CEO & Chief Mentor — an award-winning Chief Mentor of Next Gen Leaders, AI/tech entrepreneur and investor, global rainmaker, and longstanding B20/G20 member.
Supported by Team ThreeEQ, the work is selective, discreet, and focused on strong outcomes and well-being for values-aligned private clients.
Details and outcomes follow.
Speaking | B20 / G20
People | Testimonials | Videos | Articles
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Who We Serve |
ThreeEQ serves select values-aligned families, leaders, enterprises, and single family offices (SFOs) at meaningful inflection points.
We work best with private clients who value discernment, trusted relationships, strategic thinking, disciplined execution, and strong outcomes with well-being:
• Families preparing Next Gens for elite admissions, leadership, and career advancement
• Leaders pursuing next-level career, business, and personal success
• Enterprises and SFOs pursuing strategic opportunities and stronger legacies
• Event organizers seeking keynote speaking, moderating, and forum chairing
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For Next Gens and Families |
Private 1:1 mentorship for students and young adults (under parents’ sponsorship) — elite college admissions, graduate/professional school admissions, leadership and career advancement, well-being, and legacy building

Jason Ma and his daughters, Lydia and Sabrina, onstage at Opal Hamptons
“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 guides and inspires select students and young adults — from middle and high school through graduate school, early career, and entrepreneurship — through highly personalized 1:1 mentorship that strengthens clarity, confidence, mindset, strategy, execution, and long-term success with well-being.
Private mentees have achieved strong outcomes: admission to top colleges and graduate/professional schools, high-impact internships and careers, greater emotional and social intelligence, and stronger family unity and legacy.
This work goes deeper than conventional college or graduate school consulting and generic life or executive coaching.
ThreeEQ integrates practical psychology, strategic positioning, pragmatic execution, holistic development, and Jason Ma’s well-established 4S and 3EQ framework:
• 4S: Visionary Story, State, Strategies, and Soft + Hard Skills for the Age of AI
• 3EQ: Practical Emotional, Social, and Leadership Intelligence
For many families, the greatest cost is not fees. It is missed windows, lost opportunities, misdirection, and long-term regret.
ThreeEQ helps select Next Gens prepare superbly well, avoid costly mistakes, and achieve lasting outcomes with well-being.
High School Students →
College Students & Young Adults →
Parents & Family Principals →
Discuss an Engagement →
Jason Ma discussed “Elite College Admissions in the Age of AI” in a fireside chat moderated by Dan Costa, Chief Content Officer and Editor-in-Chief of Worth Media, at Worth’s inaugural Beyond Wealth Summit 2026 in Palm Beach.
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For Founders, Executives, and CEOs |
Private 1:1 strategic mentorship and executive advisory for next-level career, business, leadership, and personal success with well-being
“Your coaching has been incredibly helpful to me.”
—Entrepreneur and family leader

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 coach and mentor to select founders, executives, and CEOs seeking stronger careers, businesses, leadership, family relationships, and legacies with greater clarity and well-being.
His highly personalized work goes deeper than conventional executive coaching, combining strategic thinking, practical psychology, candid counsel, and disciplined execution at important inflection points.
In the age of AI, common outcomes include career and business growth, better financial outcomes, greater leadership presence, stronger human and leadership skills, better decisions under pressure, improved stakeholder alignment and key relationships, higher-quality execution, and more intentional legacy building.
At such moments, the greatest cost is often not fees, but lost opportunities, misdirection, costly mistakes, damaged relationships, and long-term regret.
ThreeEQ helps select leaders see more clearly, decide and act more wisely, and achieve stronger outcomes with well-being.
Request a Confidential Conversation →
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For Enterprises and SFOs |
Senior advisory, strategic deal support, and high-level global rainmaking
“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
Jason Ma personally and discreetly serves principals, owners, CEOs, CIOs, and leadership teams across select enterprises and single family offices (SFOs) at important business, investment, and legacy inflection points.
He helps clients move consequential opportunities forward with greater confidence, alignment, trusted access, and impact.
Work may include:
• High-level global rainmaking and strategic dealmaking: targeted introductions to major customers, acquirers, investors, and strategic partners worldwide
• Senior advisory: strategic positioning, narrative, sequencing, decision quality, stakeholder alignment, and execution on complex matters
• Legacy building and succession planning: support when UHNW family dynamics, leadership, ownership, and enterprise outcomes intersect
• Smart direct AI/tech investing: perspective on select opportunities, capital strategy, and direct investing signals.

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 high-powered.
Jason is also Chief Business Officer and an investor at AdXero, a venture creating a new category in a $700B+ global market through a patented applied AI/tech system for consumers, brands, and distribution partners across multiple verticals. The venture has deliberately remained low-profile while systematically mitigating key risks.
Request a Confidential Conversation →
Jason Ma chaired the Silicon Valley Economic Forum (SVEF) 2026, and moderated its “Single Family Office Trends in the Age of AI” panel with SFO principals.
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Speaking & Forum Chairing |
Keynote speaking, moderating, and forum chairing on family offices, private wealth, Next Gens, AI/tech, investing, geopolitics, executive leadership, faith, legacy building, and the future of work 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, Commercial Lending and Banking Technology, 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 keynoting on global geopolitics and strategic business implications at a family office and RIA summit
Jason Ma is a keynote speaker, moderator, forum chair, and media guest. He accepts select invitations where he can contribute meaningfully.
Ma brings a rare combination of deep intergenerational mentoring experience, global business and education leadership, AI/tech innovation and investing perspective, and high-level relationships.
His audiences range from Next Gens and parents to CEOs, investors, family office principals, and billionaires.
Signature topics include:
1. Geopolitics, B20/G20, and Strategic Business Roadmaps in a Turbulent World
2. Family Offices and UHNW Private Wealth: Trends, Risks, and Opportunities
3. Next Gen Leadership, Philanthropy, Legacy Building, and Wealth Transfer
4. AI/Tech Direct Investing for Single Family Offices and UHNW Investors
5. AI/Tech Disruption: What Leaders and Investors Should Do Now
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)
Invite Jason Ma to Speak →
Events & Thought Leadership →
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 gala was MC’ed by Fashion 4 Development Founder Evie Evangelou, and Jason was inducted into the League of Gentlemen.

For private 1:1 mentorship, senior advisory and global rainmaking, or speaking and forum chairing inquiries, please contact us with brief context on your objectives.
Success Stories
I got admitted to Columbia (in NYC), Mr Ma!! I am extremely happy. Couldn’t sleep all night. I am incredibly grateful for all your guidance and believing in me from the start! I’ll never forget that. Thousand thanks to you and Team ThreeEQ!!
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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.
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.
Upcoming Speaking
Chairman
Moderator, Opening Panel
Family Office & Private Wealth Legacy Summit 2026 (Opal Group)
Parrish Art Museum, Watermill, NY — August 25–26 (private gatherings August 24–27 in the Hamptons)
(Three years in a row chairing Opal Hamptons since its inaugural in 2024)
Moderator: Moderator: Family Office Trends: Where Smart Capital Is Going in AI
AI Summit @ Stanford (Startup Universe x Stanford Alumni & Students)
Stanford University, CA — July 31 | 2:00–2:30pm
Chair, Track B
Panelist: From Allocators to Operators: How Family Offices Are Approaching Direct and Co-Investments
Family Office & Private Wealth Management Forum 2026 (Opal Group)
Newport Harbor Island Resort, Newport, RI — July 27–29 (private gatherings start July 26)
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View All Events & Thought Leadership →
FORBES & OTHER ARTICLES
Jason Ma is the author of Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Achievers and a former Forbes contributor whose articles on Ivy League and elite college admissions, higher education, Next Gen leadership, and entrepreneurship have surpassed 2 million views.
His thought leadership has also appeared in Worth, Impact Wealth, Family Office Magazine, Family Wealth Report, WealthBriefing, and other publications.
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Why to Start Preparing for College in Sixth Grade

